WISDOMTREE TR shareholders Q3 2023

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb & Williams, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
WEST BANCORPORATION INC 76,344$3,127,0502.21%
DB Wealth Management Group, LLC 78,444$3,213,0732.03%
Apeiron RIA LLC 138,576$5,676,0861.94%
Concord Wealth Partners 205,753$8,427,6221.79%
White Pine Investment CO 119,821$4,9081.72%
JNBA Financial Advisors 312,538$12,801,5641.60%
YARGER WEALTH STRATEGIES, LLC 41,779$1,711,2851.46%
Sandy Spring Bank 605,852$24,815,6881.38%
SILVERLAKE WEALTH MANAGEMENT LLC 58,219$2,384,6581.34%
Rooted Wealth Advisors, Inc. 50,164$2,1041.30%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.