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% | – |
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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% |