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 | $13,911,046 | -3.6% | 339,625 | -1.0% | 0.21% | -2.4% |
| Q2 2023 | $14,427,939 | +1.8% | 343,114 | -0.8% | 0.21% | -4.9% |
| Q1 2023 | $14,175,974 | +1.7% | 345,924 | +2.1% | 0.22% | -4.7% |
| Q4 2022 | $13,940,789 | +17.5% | 338,862 | +7.6% | 0.23% | +4.9% |
| Q3 2022 | $11,867,000 | +4.4% | 315,022 | +8.1% | 0.22% | +2.8% |
| Q2 2022 | $11,363,000 | -4.1% | 291,496 | +9.3% | 0.22% | +8.5% |
| Q1 2022 | $11,846,000 | +6.4% | 266,671 | +6.3% | 0.20% | +11.7% |
| Q4 2021 | $11,133,000 | +11.6% | 250,969 | +4.3% | 0.18% | -6.8% |
| Q3 2021 | $9,976,000 | +2.1% | 240,680 | +3.3% | 0.19% | -1.0% |
| Q2 2021 | $9,773,000 | +3.8% | 232,976 | +0.1% | 0.19% | -7.6% |
| Q1 2021 | $9,411,000 | +13.3% | 232,841 | -2.4% | 0.21% | +1.0% |
| Q4 2020 | $8,304,000 | +26.6% | 238,538 | +5.2% | 0.21% | +9.5% |
| Q3 2020 | $6,557,000 | +1.3% | 226,741 | -0.7% | 0.19% | -6.4% |
| Q2 2020 | $6,473,000 | +31.9% | 228,415 | +12.5% | 0.20% | +1.5% |
| Q1 2020 | $4,907,000 | -31.5% | 203,097 | +7.8% | 0.20% | -13.8% |
| Q4 2019 | $7,164,000 | +10.0% | 188,318 | +5.0% | 0.23% | -20.0% |
| Q3 2019 | $6,514,000 | +13.4% | 179,392 | +13.1% | 0.29% | +12.0% |
| Q2 2019 | $5,742,000 | +9.0% | 158,625 | +7.8% | 0.26% | -4.1% |
| Q1 2019 | $5,267,000 | +43.5% | 147,168 | +26.9% | 0.27% | +26.2% |
| Q4 2018 | $3,670,000 | -12.2% | 116,017 | +2.4% | 0.21% | 0.0% |
| Q3 2018 | $4,180,000 | +10.3% | 113,342 | +7.0% | 0.21% | +4.9% |
| Q2 2018 | $3,791,000 | +31.6% | 105,891 | +25.4% | 0.20% | +24.4% |
| Q1 2018 | $2,881,000 | +0.1% | 84,427 | +3.5% | 0.16% | +0.6% |
| Q4 2017 | $2,877,000 | +30.5% | 81,554 | +269.8% | 0.16% | +21.6% |
| Q3 2017 | $2,204,000 | +5.1% | 22,052 | +2.8% | 0.13% | -0.7% |
| Q2 2017 | $2,097,000 | +10.0% | 21,451 | +9.7% | 0.14% | +5.5% |
| Q1 2017 | $1,906,000 | -1.1% | 19,547 | -4.3% | 0.13% | -8.6% |
| Q4 2016 | $1,928,000 | +7.3% | 20,432 | +3.3% | 0.14% | +2.9% |
| Q3 2016 | $1,797,000 | -6.2% | 19,774 | -7.6% | 0.14% | -8.1% |
| Q2 2016 | $1,915,000 | -7.5% | 21,399 | -11.0% | 0.15% | -6.3% |
| Q1 2016 | $2,071,000 | +1.5% | 24,053 | -5.1% | 0.16% | +1.3% |
| Q4 2015 | $2,040,000 | -5.9% | 25,333 | -9.2% | 0.16% | -4.9% |
| Q3 2015 | $2,167,000 | -18.1% | 27,907 | -12.8% | 0.16% | -5.7% |
| Q2 2015 | $2,645,000 | +6.7% | 31,997 | +11.1% | 0.17% | +4.8% |
| Q1 2015 | $2,478,000 | +2.3% | 28,791 | -0.5% | 0.17% | -2.4% |
| Q4 2014 | $2,423,000 | – | 28,929 | – | 0.17% | – |
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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% |