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 | $1,901,149 | -5.8% | 46,415 | -3.3% | 1.29% | -3.4% |
| Q2 2023 | $2,018,521 | +7.6% | 48,003 | +4.8% | 1.34% | +2.1% |
| Q1 2023 | $1,876,316 | +7.4% | 45,786 | +7.9% | 1.31% | +1.9% |
| Q4 2022 | $1,746,223 | +12.6% | 42,446 | +3.1% | 1.29% | +4.0% |
| Q3 2022 | $1,551,000 | -1.3% | 41,178 | +2.1% | 1.24% | +2.4% |
| Q2 2022 | $1,571,000 | -5.8% | 40,312 | +7.4% | 1.21% | +4.0% |
| Q1 2022 | $1,668,000 | -6.1% | 37,542 | -6.3% | 1.16% | -7.3% |
| Q4 2021 | $1,777,000 | – | 40,052 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |