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 | $12,897,820 | +2.9% | 314,888 | +5.7% | 9.22% | +4.4% |
| Q2 2023 | $12,529,037 | +11.7% | 297,956 | +6.9% | 8.84% | +3.3% |
| Q1 2023 | $11,217,760 | +18.9% | 278,771 | +21.5% | 8.56% | +7.1% |
| Q4 2022 | $9,437,293 | +6.5% | 229,395 | +2.3% | 8.00% | +3.3% |
| Q3 2022 | $8,860,000 | +2.9% | 224,141 | +2.9% | 7.74% | +6.0% |
| Q2 2022 | $8,611,000 | -7.8% | 217,839 | +1.0% | 7.30% | -4.2% |
| Q1 2022 | $9,342,000 | +0.8% | 215,692 | +3.2% | 7.62% | +9.3% |
| Q4 2021 | $9,268,000 | – | 208,922 | – | 6.97% | – |
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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% |