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 | $65,495 | -2.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $67,238 | +2.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $65,527 | -0.4% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $65,783 | +9.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | -3.2% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -12.7% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $71,000 | +7.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,599 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $67,000 | +19.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +21.7% | 1,599 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $46,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | +2.2% | 1,599 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +15.4% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $39,000 | -36.1% | 1,599 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $61,000 | -72.9% | 1,599 | -74.3% | 0.00% | -76.5% |
| Q2 2019 | $225,000 | -19.4% | 6,214 | -20.5% | 0.02% | -22.7% |
| Q1 2019 | $279,000 | +21.8% | 7,813 | +7.8% | 0.02% | 0.0% |
| Q4 2018 | $229,000 | -35.1% | 7,249 | -24.2% | 0.02% | -26.7% |
| Q3 2018 | $353,000 | +3.5% | 9,568 | +0.3% | 0.03% | -6.2% |
| Q2 2018 | $341,000 | +4.0% | 9,540 | -0.5% | 0.03% | -3.0% |
| Q1 2018 | $328,000 | +22.8% | 9,588 | +26.9% | 0.03% | +17.9% |
| Q4 2017 | $267,000 | +14.1% | 7,557 | +222.1% | 0.03% | -6.7% |
| Q3 2017 | $234,000 | +1.7% | 2,346 | -0.1% | 0.03% | -9.1% |
| Q2 2017 | $230,000 | – | 2,348 | – | 0.03% | – |
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% |