Independent Wealth Network Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$417,644
-8.8%
10,196
-6.4%
0.26%
-6.5%
Q2 2023$458,134
+42.3%
10,895
+38.7%
0.28%
+33.5%
Q1 2023$321,926
+20.9%
7,856
+21.4%
0.21%
+13.2%
Q4 2022$266,2266,4710.18%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 909,035$25,762,00010.81%
INSPIRION WEALTH ADVISORS, LLC 648,063$18,366,0007.21%
SVA Wealth Management, LLC 2,062,295$58,445,0006.24%
Linscomb Wealth, Inc. 2,377,334$67,374,0004.93%
Private Wealth Strategies, L.L.C. 360,619$10,220,0004.53%
IAG Wealth Partners, LLC 303,526$8,602,0004.17%
Financial Insights, Inc. 109,536$4,325,0003.84%
Paracle Advisors, LLC 518,773$14,702,0003.43%
CAPITAL WEALTH MANAGEMENT, LLC 79,809$2,262,0002.41%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,732$3,280,0002.24%
View complete list of WISDOMTREE TR shareholders