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 | $2,118,246 | +1.8% | 51,715 | +4.5% | 0.85% | +6.6% |
| Q2 2023 | $2,081,811 | +2.1% | 49,508 | -0.5% | 0.80% | -0.7% |
| Q1 2023 | $2,038,591 | +3.2% | 49,746 | +3.6% | 0.81% | -0.9% |
| Q4 2022 | $1,975,214 | +12.9% | 48,012 | +3.3% | 0.81% | +6.8% |
| Q3 2022 | $1,750,261 | -1.5% | 46,463 | +1.9% | 0.76% | +3.8% |
| Q2 2022 | $1,777,293 | -11.6% | 45,595 | +0.7% | 0.73% | -1.3% |
| Q1 2022 | $2,011,426 | +12.6% | 45,282 | +12.4% | 0.74% | +14.1% |
| Q4 2021 | $1,786,910 | – | 40,282 | – | 0.65% | – |
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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% |