WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $776 | -99.9% | 18,474 | +7.0% | 0.22% | -2.2% |
| Q1 2023 | $707,520 | -69.7% | 17,265 | -69.6% | 0.23% | -75.5% |
| Q4 2022 | $2,338,850 | +8.8% | 56,851 | -0.3% | 0.94% | -4.1% |
| Q3 2022 | $2,149,000 | -9.1% | 57,046 | -6.0% | 0.98% | -5.0% |
| Q2 2022 | $2,365,000 | -9.4% | 60,664 | +3.2% | 1.03% | -5.6% |
| Q1 2022 | $2,610,000 | -78.2% | 58,767 | -78.2% | 1.09% | -77.7% |
| Q4 2021 | $11,950,000 | +13.8% | 269,387 | +6.3% | 4.88% | -0.7% |
| Q3 2021 | $10,500,000 | +0.2% | 253,327 | +1.4% | 4.91% | +106.7% |
| Q2 2021 | $10,479,000 | +9.0% | 249,799 | +5.0% | 2.38% | +1.1% |
| Q1 2021 | $9,617,000 | +15.5% | 237,928 | -0.6% | 2.35% | +1.0% |
| Q4 2020 | $8,330,000 | +40.9% | 239,299 | +17.1% | 2.32% | +16.7% |
| Q3 2020 | $5,911,000 | – | 204,391 | – | 1.99% | – |
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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 & Williams, 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% |