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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,259 | -2.6% | 1,520 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,916 | -27.4% | 1,520 | -29.2% | 0.00% | -33.3% |
| Q1 2023 | $88,025 | +109931.2% | 2,148 | +10.8% | 0.00% | -40.0% |
| Q4 2022 | $80 | -99.9% | 1,938 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $73,000 | -13.1% | 1,938 | -9.8% | 0.00% | +33.3% |
| Q2 2022 | $84,000 | -55.1% | 2,148 | -49.1% | 0.00% | -40.0% |
| Q1 2022 | $187,000 | -80.4% | 4,217 | -80.4% | 0.01% | -76.2% |
| Q4 2021 | $952,000 | +164.4% | 21,468 | +147.4% | 0.02% | +110.0% |
| Q3 2021 | $360,000 | -10.9% | 8,679 | -9.8% | 0.01% | -9.1% |
| Q2 2021 | $404,000 | -63.0% | 9,623 | -64.2% | 0.01% | -62.1% |
| Q1 2021 | $1,091,000 | – | 26,874 | – | 0.03% | – |
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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% |