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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,847,015 | +4.9% | 45,093 | +7.7% | 0.99% | +8.2% |
| Q2 2023 | $1,760,242 | +0.8% | 41,861 | -1.7% | 0.92% | -1.0% |
| Q1 2023 | $1,745,962 | +0.6% | 42,605 | +1.0% | 0.93% | -4.3% |
| Q4 2022 | $1,735,609 | +7.1% | 42,188 | -2.0% | 0.97% | +1.8% |
| Q3 2022 | $1,621,000 | -9.4% | 43,041 | -6.3% | 0.95% | -5.1% |
| Q2 2022 | $1,790,000 | -20.9% | 45,932 | -9.9% | 1.00% | -19.0% |
| Q1 2022 | $2,264,000 | +4.3% | 50,972 | +4.2% | 1.24% | +0.9% |
| Q4 2021 | $2,170,000 | +10.8% | 48,923 | +3.5% | 1.23% | +4.9% |
| Q3 2021 | $1,959,000 | +5.8% | 47,261 | +7.0% | 1.17% | +1.0% |
| Q2 2021 | $1,852,000 | +44.6% | 44,160 | +39.3% | 1.16% | +36.9% |
| Q1 2021 | $1,281,000 | +21.2% | 31,704 | +4.4% | 0.85% | +108.4% |
| Q4 2020 | $1,057,000 | – | 30,377 | – | 0.41% | – |
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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% |