PCG Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$3,064,000
+164.8%
81,184
+173.6%
1.09%
+32.2%
Q2 2022$1,157,000
-32.2%
29,672
-22.8%
0.83%
-23.9%
Q1 2022$1,707,000
+74.9%
38,430
+70.6%
1.08%
+59.8%
Q4 2021$976,00022,5210.68%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb & Williams, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders