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. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders