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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,278,000 | -18.7% | 32,793 | -7.3% | 0.41% | -5.5% |
| Q1 2022 | $1,572,000 | +9.9% | 35,388 | +9.7% | 0.44% | +12.3% |
| Q4 2021 | $1,431,000 | +5.8% | 32,259 | -1.1% | 0.39% | -3.0% |
| Q3 2021 | $1,352,000 | +6.2% | 32,620 | +7.5% | 0.40% | +5.5% |
| Q2 2021 | $1,273,000 | +3.4% | 30,339 | -0.4% | 0.38% | -1.8% |
| Q1 2021 | $1,231,000 | +13.5% | 30,458 | -2.3% | 0.39% | +1.3% |
| Q4 2020 | $1,085,000 | +17.2% | 31,178 | -2.7% | 0.38% | +6.4% |
| Q3 2020 | $926,000 | -31.4% | 32,038 | -32.7% | 0.36% | -36.8% |
| Q2 2020 | $1,349,000 | +13.8% | 47,590 | -3.0% | 0.57% | -5.6% |
| Q1 2020 | $1,185,000 | -36.8% | 49,084 | -0.4% | 0.60% | -12.5% |
| Q4 2019 | $1,874,000 | +4.8% | 49,266 | 0.0% | 0.69% | -1.6% |
| Q3 2019 | $1,789,000 | +7.6% | 49,266 | +7.2% | 0.70% | +8.2% |
| Q2 2019 | $1,663,000 | +0.8% | 45,960 | -0.3% | 0.65% | +0.3% |
| Q1 2019 | $1,650,000 | +16.3% | 46,087 | +2.7% | 0.65% | +1.3% |
| Q4 2018 | $1,419,000 | -3.7% | 44,860 | +12.4% | 0.64% | +13.9% |
| Q3 2018 | $1,473,000 | +0.9% | 39,927 | -2.1% | 0.56% | -6.0% |
| Q2 2018 | $1,460,000 | +3.3% | 40,771 | -1.6% | 0.60% | +6.0% |
| Q1 2018 | $1,413,000 | -1.2% | 41,419 | +2.2% | 0.56% | +7.5% |
| Q4 2017 | $1,430,000 | +0.4% | 40,546 | +184.8% | 0.52% | -3.0% |
| Q3 2017 | $1,424,000 | +22.7% | 14,239 | +5.6% | 0.54% | -16.7% |
| Q1 2015 | $1,161,000 | +25.2% | 13,479 | +21.7% | 0.65% | +30.7% |
| Q4 2014 | $927,000 | +5.9% | 11,077 | -0.8% | 0.50% | +5.1% |
| Q3 2014 | $875,000 | -4.8% | 11,169 | -0.7% | 0.47% | -4.7% |
| Q2 2014 | $919,000 | +37.4% | 11,251 | +29.6% | 0.49% | +24.1% |
| Q1 2014 | $669,000 | -0.3% | 8,681 | -3.5% | 0.40% | +9.3% |
| Q4 2013 | $671,000 | +7.0% | 8,995 | -0.2% | 0.36% | -3.2% |
| Q3 2013 | $627,000 | +6.1% | 9,012 | 0.0% | 0.38% | +16.0% |
| Q2 2013 | $591,000 | – | 9,012 | – | 0.32% | – |
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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% |