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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,893,033 | +1.7% | 95,045 | +4.4% | 1.26% | +3.4% |
| Q2 2023 | $3,829,404 | +24.4% | 91,068 | +21.2% | 1.22% | +16.6% |
| Q1 2023 | $3,079,261 | +0.6% | 75,141 | +1.0% | 1.05% | -4.8% |
| Q4 2022 | $3,061,136 | +17.6% | 74,408 | +7.7% | 1.10% | +6.8% |
| Q3 2022 | $2,602,000 | -0.2% | 69,075 | +3.2% | 1.03% | +2.1% |
| Q2 2022 | $2,608,000 | -12.5% | 66,902 | -0.3% | 1.01% | -3.1% |
| Q1 2022 | $2,981,000 | +14.3% | 67,122 | +14.3% | 1.04% | +14.9% |
| Q4 2021 | $2,608,000 | – | 58,747 | – | 0.91% | – |
Download | ||||||
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% |