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 ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |