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 | $665,643 | -6.3% | 16,251 | -3.8% | 0.01% | -12.5% |
| Q2 2023 | $710,190 | -28.4% | 16,889 | -30.3% | 0.01% | -33.3% |
| Q1 2023 | $992,563 | +14.1% | 24,221 | +14.5% | 0.01% | 0.0% |
| Q4 2022 | $870,275 | +39.7% | 21,154 | +27.9% | 0.01% | +20.0% |
| Q3 2022 | $623,000 | -5.5% | 16,542 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $659,000 | -10.3% | 16,905 | +2.2% | 0.01% | 0.0% |
| Q1 2022 | $735,000 | +17.6% | 16,549 | +17.4% | 0.01% | +11.1% |
| Q4 2021 | $625,000 | +2.0% | 14,096 | -5.1% | 0.01% | -10.0% |
| Q3 2021 | $613,000 | +1.3% | 14,860 | +2.5% | 0.01% | -9.1% |
| Q2 2021 | $605,000 | +69.0% | 14,500 | +62.1% | 0.01% | +37.5% |
| Q1 2021 | $358,000 | +46.7% | 8,946 | +26.1% | 0.01% | +33.3% |
| Q4 2020 | $244,000 | -76.4% | 7,093 | -80.1% | 0.01% | -64.7% |
| Q3 2020 | $1,034,000 | +206.8% | 35,615 | +200.2% | 0.02% | +70.0% |
| Q2 2020 | $337,000 | -16.4% | 11,865 | -29.4% | 0.01% | -16.7% |
| Q1 2020 | $403,000 | -72.1% | 16,808 | -55.8% | 0.01% | -63.6% |
| Q4 2019 | $1,443,000 | +52.5% | 38,020 | +45.8% | 0.03% | -13.2% |
| Q3 2019 | $946,000 | +67.7% | 26,068 | +67.5% | 0.04% | +52.0% |
| Q2 2019 | $564,000 | +4.8% | 15,566 | +3.5% | 0.02% | -13.8% |
| Q1 2019 | $538,000 | +32.5% | 15,041 | +17.7% | 0.03% | -57.4% |
| Q4 2018 | $406,000 | – | 12,784 | – | 0.07% | – |
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% |