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 | $829,544 | +3.2% | 20,253 | +5.9% | 0.04% | +5.0% |
| Q2 2023 | $803,923 | +9.2% | 19,118 | +6.4% | 0.04% | 0.0% |
| Q1 2023 | $736,488 | +34.2% | 17,972 | +34.8% | 0.04% | +21.2% |
| Q4 2022 | $548,698 | +41.1% | 13,337 | +33.5% | 0.03% | +26.9% |
| Q3 2022 | $389,000 | 0.0% | 9,989 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $389,000 | +6.9% | 9,989 | +21.9% | 0.03% | +18.2% |
| Q4 2021 | $364,000 | -26.8% | 8,195 | -31.6% | 0.02% | +37.5% |
| Q3 2021 | $497,000 | -10.5% | 11,978 | -9.4% | 0.02% | -11.1% |
| Q2 2021 | $555,000 | +23.9% | 13,220 | +19.4% | 0.02% | +12.5% |
| Q1 2021 | $448,000 | – | 11,074 | – | 0.02% | – |
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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 Wealth, 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% |