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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,751,000 | -2.4% | 579,864 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $24,339,000 | -1.6% | 578,799 | -4.1% | 0.01% | -14.3% |
| Q1 2023 | $24,730,000 | -15.0% | 603,468 | -14.7% | 0.01% | -12.5% |
| Q4 2022 | $29,092,000 | +38.4% | 707,148 | +26.7% | 0.01% | +14.3% |
| Q3 2022 | $21,021,000 | -8.1% | 558,033 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $22,862,000 | -9.2% | 586,478 | +3.4% | 0.01% | +16.7% |
| Q1 2022 | $25,189,000 | +16.6% | 567,074 | +16.5% | 0.01% | +20.0% |
| Q4 2021 | $21,597,000 | +10.3% | 486,860 | +3.1% | 0.01% | 0.0% |
| Q3 2021 | $19,573,000 | -1.3% | 472,190 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $19,836,000 | +1.5% | 472,854 | -2.2% | 0.01% | -16.7% |
| Q1 2021 | $19,535,000 | -9.2% | 483,280 | -21.8% | 0.01% | 0.0% |
| Q4 2020 | $21,524,000 | +25.3% | 618,332 | +4.1% | 0.01% | 0.0% |
| Q3 2020 | $17,181,000 | +1.9% | 594,082 | -0.2% | 0.01% | -14.3% |
| Q2 2020 | $16,868,000 | +1.5% | 595,189 | -13.5% | 0.01% | -12.5% |
| Q1 2020 | $16,616,000 | -36.4% | 687,787 | +0.1% | 0.01% | -11.1% |
| Q4 2019 | $26,127,000 | +10.4% | 686,855 | +5.4% | 0.01% | 0.0% |
| Q3 2019 | $23,659,000 | +0.0% | 651,581 | -0.3% | 0.01% | -10.0% |
| Q2 2019 | $23,658,000 | +1.9% | 653,542 | +0.7% | 0.01% | 0.0% |
| Q1 2019 | $23,226,000 | +59.3% | 648,971 | +40.8% | 0.01% | +42.9% |
| Q4 2018 | $14,578,000 | +6.4% | 460,882 | +24.1% | 0.01% | +16.7% |
| Q3 2018 | $13,701,000 | +8.9% | 371,484 | +5.7% | 0.01% | 0.0% |
| Q2 2018 | $12,582,000 | +10.5% | 351,454 | +5.3% | 0.01% | +20.0% |
| Q1 2018 | $11,385,000 | +8.3% | 333,720 | +12.0% | 0.01% | 0.0% |
| Q4 2017 | $10,510,000 | +17.3% | 297,881 | +232.3% | 0.01% | +25.0% |
| Q3 2017 | $8,960,000 | +7.1% | 89,648 | +4.8% | 0.00% | 0.0% |
| Q2 2017 | $8,365,000 | -1.6% | 85,570 | -1.8% | 0.00% | -20.0% |
| Q1 2017 | $8,497,000 | +22.3% | 87,115 | +18.4% | 0.01% | +25.0% |
| Q4 2016 | $6,946,000 | +20.3% | 73,598 | +15.8% | 0.00% | +33.3% |
| Q3 2016 | $5,775,000 | +46.1% | 63,552 | +43.9% | 0.00% | +50.0% |
| Q2 2016 | $3,953,000 | +36.7% | 44,176 | +31.5% | 0.00% | 0.0% |
| Q1 2016 | $2,892,000 | -16.0% | 33,585 | -21.5% | 0.00% | 0.0% |
| Q4 2015 | $3,444,000 | +35.8% | 42,778 | +31.0% | 0.00% | 0.0% |
| Q3 2015 | $2,536,000 | -31.0% | 32,649 | -26.5% | 0.00% | -33.3% |
| Q2 2015 | $3,673,000 | +7.9% | 44,445 | +12.4% | 0.00% | +50.0% |
| Q1 2015 | $3,403,000 | +8.1% | 39,530 | +5.1% | 0.00% | 0.0% |
| Q4 2014 | $3,149,000 | +6.6% | 37,615 | -0.4% | 0.00% | 0.0% |
| Q3 2014 | $2,955,000 | -7.2% | 37,748 | -3.2% | 0.00% | 0.0% |
| Q2 2014 | $3,184,000 | +11.4% | 39,000 | +5.1% | 0.00% | 0.0% |
| Q1 2014 | $2,859,000 | +16.8% | 37,101 | +13.1% | 0.00% | 0.0% |
| Q4 2013 | $2,447,000 | -50.1% | 32,802 | -53.5% | 0.00% | -50.0% |
| Q3 2013 | $4,904,000 | +197.8% | 70,545 | +180.8% | 0.00% | +300.0% |
| Q2 2013 | $1,647,000 | – | 25,127 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |