WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,601 | -4.7% | 17,251 | -0.5% | 0.33% | -5.2% |
| Q2 2023 | $741,066 | +4.8% | 17,343 | +0.5% | 0.35% | 0.0% |
| Q1 2023 | $706,946 | -0.4% | 17,251 | 0.0% | 0.35% | -4.9% |
| Q4 2022 | $709,706 | +9.2% | 17,251 | 0.0% | 0.37% | -0.8% |
| Q3 2022 | $650,000 | -3.3% | 17,251 | 0.0% | 0.37% | +0.8% |
| Q2 2022 | $672,000 | -12.3% | 17,251 | 0.0% | 0.37% | -0.3% |
| Q1 2022 | $766,000 | +0.1% | 17,251 | 0.0% | 0.37% | +9.5% |
| Q4 2021 | $765,000 | +7.0% | 17,251 | 0.0% | 0.34% | +3.7% |
| Q3 2021 | $715,000 | -1.2% | 17,251 | 0.0% | 0.32% | +8.7% |
| Q2 2021 | $724,000 | +20.5% | 17,251 | 0.0% | 0.30% | +1.7% |
| Q4 2020 | $601,000 | +20.4% | 17,251 | 0.0% | 0.29% | -4.2% |
| Q3 2020 | $499,000 | +2.0% | 17,251 | 0.0% | 0.31% | -10.8% |
| Q2 2020 | $489,000 | +118.3% | 17,251 | +86.0% | 0.34% | +68.1% |
| Q1 2020 | $224,000 | – | 9,273 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |