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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $362,000 | -25.4% | 11,446 | -12.9% | 9.05% | -5.7% |
| Q3 2018 | $485,000 | -12.6% | 13,146 | -15.2% | 9.59% | -21.3% |
| Q2 2018 | $555,000 | +4.9% | 15,496 | 0.0% | 12.18% | +11.6% |
| Q1 2018 | $529,000 | -15.2% | 15,496 | -12.3% | 10.91% | -15.8% |
| Q4 2017 | $624,000 | -0.8% | 17,673 | +180.9% | 12.96% | +84.2% |
| Q3 2017 | $629,000 | +1.3% | 6,291 | -0.9% | 7.04% | -7.5% |
| Q2 2017 | $621,000 | -15.0% | 6,351 | -15.3% | 7.61% | -9.7% |
| Q1 2017 | $731,000 | +2.0% | 7,496 | 0.0% | 8.42% | +10.9% |
| Q4 2016 | $717,000 | -5.9% | 7,496 | -10.6% | 7.60% | -4.4% |
| Q3 2016 | $762,000 | +33.9% | 8,386 | +23.3% | 7.94% | +1098.2% |
| Q4 2014 | $569,000 | – | 6,800 | – | 0.66% | – |
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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 Wealth, 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% |