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 | $6,368,338 | +3.1% | 155,477 | +5.8% | 0.01% | 0.0% |
| Q2 2023 | $6,177,713 | +11.3% | 146,914 | +8.4% | 0.01% | 0.0% |
| Q1 2023 | $5,551,883 | +3.4% | 135,478 | +3.8% | 0.01% | 0.0% |
| Q4 2022 | $5,367,947 | +46.7% | 130,479 | +34.4% | 0.01% | +33.3% |
| Q3 2022 | $3,658,000 | +4.2% | 97,104 | +7.8% | 0.01% | 0.0% |
| Q2 2022 | $3,512,000 | -9.7% | 90,087 | +2.8% | 0.01% | 0.0% |
| Q1 2022 | $3,891,000 | -3.2% | 87,596 | -3.4% | 0.01% | -14.3% |
| Q4 2021 | $4,021,000 | +8.8% | 90,639 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $3,695,000 | -6.6% | 89,143 | -5.4% | 0.01% | -12.5% |
| Q2 2021 | $3,954,000 | +1.3% | 94,257 | -2.4% | 0.01% | 0.0% |
| Q1 2021 | $3,904,000 | +17.4% | 96,587 | +1.2% | 0.01% | 0.0% |
| Q4 2020 | $3,324,000 | -49.5% | 95,459 | -58.0% | 0.01% | -55.6% |
| Q3 2020 | $6,576,000 | +2.0% | 227,379 | -0.1% | 0.02% | -10.0% |
| Q2 2020 | $6,448,000 | +55.5% | 227,518 | +32.5% | 0.02% | +25.0% |
| Q1 2020 | $4,147,000 | +9.9% | 171,653 | +73.0% | 0.02% | +23.1% |
| Q4 2019 | $3,774,000 | +33.3% | 99,211 | +27.2% | 0.01% | +18.2% |
| Q3 2019 | $2,832,000 | +7.8% | 77,988 | +7.4% | 0.01% | 0.0% |
| Q2 2019 | $2,628,000 | -9.8% | 72,592 | -10.8% | 0.01% | -15.4% |
| Q1 2019 | $2,914,000 | +21.5% | 81,425 | +7.4% | 0.01% | +8.3% |
| Q4 2018 | $2,398,000 | +13.6% | 75,825 | +32.5% | 0.01% | +9.1% |
| Q3 2018 | $2,111,000 | +19.9% | 57,245 | +16.4% | 0.01% | +10.0% |
| Q2 2018 | $1,760,000 | +24.5% | 49,161 | +18.6% | 0.01% | +11.1% |
| Q1 2018 | $1,414,000 | +0.3% | 41,450 | +3.7% | 0.01% | 0.0% |
| Q4 2017 | $1,410,000 | +23.1% | 39,964 | +249.0% | 0.01% | +12.5% |
| Q3 2017 | $1,145,000 | +13.1% | 11,451 | +10.6% | 0.01% | 0.0% |
| Q2 2017 | $1,012,000 | -7.5% | 10,349 | -7.7% | 0.01% | -20.0% |
| Q1 2017 | $1,094,000 | +0.6% | 11,216 | -2.6% | 0.01% | -16.7% |
| Q4 2016 | $1,087,000 | +118.3% | 11,513 | +106.9% | 0.01% | +71.4% |
| Q2 2016 | $498,000 | +96.1% | 5,564 | +88.6% | 0.01% | +75.0% |
| Q1 2016 | $254,000 | +429.2% | 2,950 | +400.0% | 0.00% | +300.0% |
| Q4 2015 | $48,000 | +242.9% | 590 | +217.2% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 186 | +1.1% | 0.00% | – |
| Q1 2015 | $16,000 | +128.6% | 184 | +84.0% | 0.00% | – |
| Q4 2013 | $7,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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 & Williams, 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% |