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 | $883,384 | -4.2% | 21,567 | -1.7% | 0.35% | -8.8% |
| Q2 2023 | $922,325 | +2.8% | 21,934 | +0.2% | 0.39% | +5.2% |
| Q1 2023 | $896,806 | -4.3% | 21,884 | -3.9% | 0.37% | -1.9% |
| Q4 2022 | $936,634 | +9.2% | 22,767 | 0.0% | 0.38% | -20.7% |
| Q3 2022 | $857,633 | -11.7% | 22,767 | -8.7% | 0.47% | -12.6% |
| Q2 2022 | $971,771 | -11.8% | 24,930 | +0.5% | 0.54% | +11.1% |
| Q1 2022 | $1,101,838 | +3.9% | 24,805 | +3.8% | 0.49% | +21.1% |
| Q4 2021 | $1,060,248 | – | 23,901 | – | 0.40% | – |
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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% |