FINANCIAL MANAGEMENT NETWORK INC - WISDOMTREE TR ownership

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
FINANCIAL MANAGEMENT NETWORK INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,445,175
-21.0%
36,193
-16.4%
0.48%
-25.1%
Q2 2023$1,829,913
+11.4%
43,301
+6.4%
0.64%
-3.3%
Q1 2023$1,642,905
+51.4%
40,696
+55.7%
0.66%
+36.6%
Q4 2022$1,085,31226,1330.48%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb & Williams, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders