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 | $736,909 | -24.5% | 17,991 | -22.5% | 0.44% | -24.3% |
| Q2 2023 | $976,529 | +0.5% | 23,223 | -2.1% | 0.58% | -5.2% |
| Q1 2023 | $972,144 | -15.0% | 23,722 | -14.7% | 0.61% | -18.5% |
| Q4 2022 | $1,143,637 | +7.0% | 27,799 | -2.0% | 0.75% | -0.7% |
| Q3 2022 | $1,069,000 | -6.4% | 28,376 | -3.1% | 0.76% | +0.9% |
| Q2 2022 | $1,142,000 | -13.1% | 29,292 | -1.1% | 0.75% | +4.2% |
| Q4 2021 | $1,314,000 | -0.4% | 29,630 | -0.2% | 0.72% | -5.3% |
| Q1 2021 | $1,319,000 | – | 29,684 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |