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 | $18,773,733 | -7.0% | 458,343 | -4.5% | 0.09% | -2.2% |
| Q2 2023 | $20,188,144 | -1.1% | 480,098 | -3.6% | 0.09% | -5.2% |
| Q1 2023 | $20,405,420 | +3.8% | 497,936 | +4.2% | 0.10% | +1.0% |
| Q4 2022 | $19,654,195 | +20.9% | 477,739 | +10.7% | 0.10% | +12.9% |
| Q3 2022 | $16,251,000 | -0.0% | 431,401 | +3.5% | 0.08% | +7.6% |
| Q2 2022 | $16,254,000 | -7.4% | 416,990 | +5.5% | 0.08% | +6.8% |
| Q1 2022 | $17,550,000 | +11.6% | 395,103 | +11.5% | 0.07% | +17.5% |
| Q4 2021 | $15,722,000 | +14.1% | 354,409 | +6.6% | 0.06% | +5.0% |
| Q3 2021 | $13,782,000 | +5.1% | 332,514 | +6.4% | 0.06% | +5.3% |
| Q2 2021 | $13,111,000 | -46.1% | 312,546 | -48.0% | 0.06% | +1.8% |
| Q1 2021 | $24,306,000 | +161.3% | 601,362 | +125.0% | 0.06% | +21.7% |
| Q4 2020 | $9,303,000 | +18.0% | 267,251 | -2.0% | 0.05% | +7.0% |
| Q3 2020 | $7,883,000 | +5.4% | 272,578 | +3.3% | 0.04% | 0.0% |
| Q2 2020 | $7,479,000 | +6.3% | 263,893 | -9.4% | 0.04% | -8.5% |
| Q1 2020 | $7,039,000 | -34.7% | 291,349 | +2.8% | 0.05% | -19.0% |
| Q4 2019 | $10,778,000 | +8.0% | 283,321 | +3.1% | 0.06% | +1.8% |
| Q3 2019 | $9,980,000 | -12.4% | 274,866 | -12.7% | 0.06% | -13.6% |
| Q2 2019 | $11,393,000 | +25.2% | 314,725 | +23.8% | 0.07% | +22.2% |
| Q1 2019 | $9,099,000 | +274.6% | 254,232 | +231.1% | 0.05% | +237.5% |
| Q4 2018 | $2,429,000 | – | 76,791 | – | 0.02% | – |
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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% |