WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,281 | -3.1% | 12,922 | -0.5% | 0.22% | +0.9% |
| Q2 2023 | $546,118 | +2.6% | 12,987 | +0.0% | 0.22% | -3.9% |
| Q1 2023 | $532,112 | -0.4% | 12,985 | +0.0% | 0.23% | -6.1% |
| Q4 2022 | $534,107 | +8.5% | 12,983 | -0.7% | 0.25% | -2.8% |
| Q3 2022 | $492,312 | -5.0% | 13,069 | -1.7% | 0.25% | -1.9% |
| Q2 2022 | $518,134 | -15.4% | 13,292 | -3.6% | 0.26% | -1.9% |
| Q1 2022 | $612,535 | +0.1% | 13,790 | +0.0% | 0.26% | +7.3% |
| Q4 2021 | $611,663 | – | 13,789 | – | 0.25% | – |
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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% |