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. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |