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 | $71,680 | -12.6% | 1,750 | -10.3% | 0.00% | 0.0% |
| Q2 2023 | $81,998 | +2.6% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $79,911 | -0.1% | 1,950 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $80,017 | -5.9% | 1,945 | -14.3% | 0.00% | -25.0% |
| Q3 2022 | $85,000 | -5.6% | 2,270 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $90,000 | -15.9% | 2,325 | -4.1% | 0.00% | 0.0% |
| Q1 2022 | $107,000 | -8.5% | 2,425 | -8.1% | 0.00% | 0.0% |
| Q4 2021 | $117,000 | +5.4% | 2,640 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $111,000 | -5.9% | 2,685 | -5.1% | 0.00% | 0.0% |
| Q2 2021 | $118,000 | +3.5% | 2,830 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $114,000 | -0.9% | 2,830 | -14.5% | 0.00% | -20.0% |
| Q4 2020 | $115,000 | +15.0% | 3,310 | -4.9% | 0.01% | 0.0% |
| Q3 2020 | $100,000 | +2.0% | 3,482 | +0.0% | 0.01% | 0.0% |
| Q2 2020 | $98,000 | +16.7% | 3,481 | +0.0% | 0.01% | 0.0% |
| Q1 2020 | $84,000 | -37.8% | 3,480 | -2.6% | 0.01% | -16.7% |
| Q4 2019 | $135,000 | +4.7% | 3,574 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $129,000 | 0.0% | 3,572 | +0.0% | 0.01% | 0.0% |
| Q2 2019 | $129,000 | -3.0% | 3,571 | -4.4% | 0.01% | 0.0% |
| Q1 2019 | $133,000 | +15.7% | 3,735 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $115,000 | -17.3% | 3,649 | -3.7% | 0.01% | 0.0% |
| Q3 2018 | $139,000 | +3.0% | 3,788 | +0.0% | 0.01% | 0.0% |
| Q2 2018 | $135,000 | +4.7% | 3,787 | +0.0% | 0.01% | 0.0% |
| Q1 2018 | $129,000 | +53.6% | 3,786 | -2.4% | 0.01% | +50.0% |
| Q4 2017 | $84,000 | -34.9% | 3,881 | +200.2% | 0.00% | -33.3% |
| Q3 2017 | $129,000 | +2.4% | 1,293 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $126,000 | 0.0% | 1,293 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $126,000 | +4.1% | 1,293 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $121,000 | +23.5% | 1,292 | +19.6% | 0.01% | +20.0% |
| Q3 2016 | $98,000 | +25.6% | 1,080 | +22.7% | 0.01% | 0.0% |
| Q2 2016 | $78,000 | +6.8% | 880 | +3.5% | 0.01% | 0.0% |
| Q1 2016 | $73,000 | +7.4% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $68,000 | +3.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $66,000 | -62.9% | 850 | -60.7% | 0.01% | -58.3% |
| Q2 2015 | $178,000 | -4.3% | 2,165 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $186,000 | -24.1% | 2,165 | -26.1% | 0.01% | -29.4% |
| Q4 2014 | $245,000 | +10.4% | 2,930 | +3.5% | 0.02% | +6.2% |
| Q3 2014 | $222,000 | – | 2,830 | – | 0.02% | – |
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% |