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 | $1,244,611 | -2.6% | 30,386 | 0.0% | 0.25% | +1.2% |
| Q2 2023 | $1,277,731 | -4.0% | 30,386 | -6.5% | 0.25% | -9.2% |
| Q1 2023 | $1,331,276 | -0.4% | 32,486 | 0.0% | 0.27% | -3.2% |
| Q4 2022 | $1,336,474 | +9.3% | 32,486 | 0.0% | 0.28% | -1.1% |
| Q3 2022 | $1,223,000 | -12.5% | 32,486 | -9.5% | 0.28% | -6.3% |
| Q2 2022 | $1,398,000 | -14.9% | 35,886 | -3.0% | 0.30% | -1.9% |
| Q1 2022 | $1,642,000 | +0.1% | 36,986 | 0.0% | 0.31% | 0.0% |
| Q4 2021 | $1,640,000 | +7.0% | 36,986 | 0.0% | 0.31% | -1.6% |
| Q3 2021 | $1,533,000 | -1.2% | 36,986 | 0.0% | 0.31% | -2.8% |
| Q2 2021 | $1,552,000 | +3.8% | 36,986 | 0.0% | 0.32% | -1.8% |
| Q1 2021 | $1,495,000 | +15.3% | 36,986 | -0.7% | 0.33% | +6.8% |
| Q4 2020 | $1,297,000 | +9.7% | 37,256 | -8.8% | 0.31% | -1.3% |
| Q3 2020 | $1,182,000 | +0.3% | 40,856 | -1.8% | 0.31% | -3.7% |
| Q2 2020 | $1,179,000 | +18.6% | 41,589 | +1.0% | 0.32% | +0.6% |
| Q1 2020 | $994,000 | -32.6% | 41,163 | +6.2% | 0.32% | -15.3% |
| Q4 2019 | $1,475,000 | -0.3% | 38,773 | -4.8% | 0.38% | -5.9% |
| Q3 2019 | $1,479,000 | -0.7% | 40,738 | -1.0% | 0.40% | -2.4% |
| Q2 2019 | $1,490,000 | +1.2% | 41,148 | 0.0% | 0.41% | -2.6% |
| Q1 2019 | $1,473,000 | +9.2% | 41,148 | -3.5% | 0.42% | -1.2% |
| Q4 2018 | $1,349,000 | -14.2% | 42,648 | 0.0% | 0.43% | +0.2% |
| Q3 2018 | $1,573,000 | +3.0% | 42,648 | 0.0% | 0.43% | -5.5% |
| Q2 2018 | $1,527,000 | +4.9% | 42,648 | 0.0% | 0.45% | +4.4% |
| Q1 2018 | $1,455,000 | -21.9% | 42,648 | -19.3% | 0.44% | -17.3% |
| Q4 2017 | $1,864,000 | +5.8% | 52,848 | +200.0% | 0.53% | -2.0% |
| Q3 2017 | $1,761,000 | +2.3% | 17,616 | 0.0% | 0.54% | -1.6% |
| Q2 2017 | $1,722,000 | +0.2% | 17,616 | 0.0% | 0.55% | -2.3% |
| Q1 2017 | $1,718,000 | +3.3% | 17,616 | 0.0% | 0.56% | -1.2% |
| Q4 2016 | $1,663,000 | +0.3% | 17,616 | -3.5% | 0.57% | -4.1% |
| Q3 2016 | $1,658,000 | -0.1% | 18,248 | -1.6% | 0.59% | -3.9% |
| Q2 2016 | $1,660,000 | +3.9% | 18,548 | 0.0% | 0.61% | -1.0% |
| Q1 2016 | $1,597,000 | +6.1% | 18,548 | -0.8% | 0.62% | +4.2% |
| Q4 2015 | $1,505,000 | +25.7% | 18,693 | +21.3% | 0.60% | +17.8% |
| Q3 2015 | $1,197,000 | +0.8% | 15,408 | +7.2% | 0.50% | +9.1% |
| Q2 2015 | $1,188,000 | +20.7% | 14,376 | +25.8% | 0.46% | +18.1% |
| Q1 2015 | $984,000 | +27.3% | 11,430 | +23.8% | 0.39% | +22.9% |
| Q4 2014 | $773,000 | +11.5% | 9,230 | +4.2% | 0.32% | +7.0% |
| Q3 2014 | $693,000 | -4.1% | 8,855 | 0.0% | 0.30% | -5.1% |
| Q2 2014 | $723,000 | +6.0% | 8,855 | 0.0% | 0.31% | -1.3% |
| Q1 2014 | $682,000 | +3.6% | 8,855 | +0.5% | 0.32% | -0.6% |
| Q4 2013 | $658,000 | +1.9% | 8,815 | -5.2% | 0.32% | -7.5% |
| Q3 2013 | $646,000 | +6.1% | 9,295 | 0.0% | 0.35% | +0.9% |
| Q2 2013 | $609,000 | – | 9,295 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |