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 | $81,703,473 | -7.7% | 1,994,714 | -5.2% | 4.78% | +0.1% |
| Q2 2023 | $88,490,955 | -2.8% | 2,104,422 | -5.3% | 4.78% | +0.0% |
| Q1 2023 | $91,036,015 | -2.5% | 2,221,474 | -2.1% | 4.77% | +0.7% |
| Q4 2022 | $93,350,068 | +8.5% | 2,269,083 | -0.6% | 4.74% | -9.3% |
| Q3 2022 | $86,030,000 | -4.1% | 2,283,773 | -0.7% | 5.22% | +1.6% |
| Q2 2022 | $89,672,000 | -18.2% | 2,300,450 | -6.8% | 5.14% | -1.9% |
| Q1 2022 | $109,669,000 | +2.3% | 2,468,903 | +2.2% | 5.24% | +2.3% |
| Q4 2021 | $107,213,000 | +6.9% | 2,416,885 | -0.2% | 5.12% | -1.0% |
| Q3 2021 | $100,335,000 | -0.8% | 2,420,622 | +0.4% | 5.17% | -0.2% |
| Q2 2021 | $101,158,000 | +3.3% | 2,411,386 | -0.5% | 5.18% | -2.8% |
| Q1 2021 | $97,967,000 | +16.1% | 2,423,719 | -0.0% | 5.33% | +5.7% |
| Q4 2020 | $84,388,000 | +20.7% | 2,424,252 | +0.2% | 5.04% | +4.7% |
| Q3 2020 | $69,939,000 | +3.8% | 2,418,350 | +1.7% | 4.82% | -2.3% |
| Q2 2020 | $67,374,000 | +31.3% | 2,377,334 | +12.0% | 4.93% | +8.7% |
| Q1 2020 | $51,297,000 | -35.2% | 2,123,216 | +2.0% | 4.53% | -12.3% |
| Q4 2019 | $79,204,000 | +5.6% | 2,082,123 | +0.8% | 5.17% | -14.3% |
| Q3 2019 | $75,016,000 | +1.9% | 2,065,992 | +1.6% | 6.03% | -0.2% |
| Q2 2019 | $73,644,000 | +2.8% | 2,034,357 | +1.6% | 6.04% | +0.2% |
| Q1 2019 | $71,641,000 | +14.1% | 2,001,693 | +0.8% | 6.03% | +1.6% |
| Q4 2018 | $62,783,000 | -3.5% | 1,984,912 | +12.5% | 5.94% | +11.1% |
| Q3 2018 | $65,056,000 | +2.6% | 1,763,979 | -0.4% | 5.34% | -0.9% |
| Q2 2018 | $63,401,000 | +2.5% | 1,770,982 | -2.3% | 5.39% | +2.5% |
| Q1 2018 | $61,848,000 | -6.1% | 1,812,653 | -2.9% | 5.26% | -2.8% |
| Q4 2017 | $65,860,000 | -3.4% | 1,866,791 | +173.7% | 5.41% | -7.6% |
| Q3 2017 | $68,175,000 | +0.0% | 682,088 | -2.2% | 5.85% | -4.0% |
| Q2 2017 | $68,150,000 | -0.3% | 697,185 | -0.5% | 6.10% | -1.5% |
| Q1 2017 | $68,345,000 | +4.4% | 700,763 | +1.1% | 6.19% | +1.6% |
| Q4 2016 | $65,439,000 | +3.4% | 693,358 | -0.4% | 6.09% | -1.0% |
| Q3 2016 | $63,289,000 | +3.5% | 696,407 | +1.9% | 6.15% | -0.1% |
| Q2 2016 | $61,138,000 | +1.7% | 683,101 | -2.1% | 6.16% | -5.3% |
| Q1 2016 | $60,091,000 | +8.1% | 697,837 | +1.1% | 6.51% | +3.4% |
| Q4 2015 | $55,594,000 | +3.6% | 690,517 | -0.1% | 6.30% | -0.2% |
| Q3 2015 | $53,666,000 | -4.1% | 691,035 | +2.0% | 6.31% | +3.3% |
| Q2 2015 | $55,983,000 | -4.6% | 677,351 | -0.6% | 6.11% | -3.0% |
| Q1 2015 | $58,687,000 | +5.6% | 681,771 | +2.8% | 6.30% | +2.4% |
| Q4 2014 | $55,556,000 | +5.4% | 663,430 | -1.4% | 6.15% | +5.8% |
| Q3 2014 | $52,693,000 | -9.1% | 673,180 | -5.2% | 5.81% | -5.0% |
| Q2 2014 | $57,989,000 | +9.8% | 710,121 | +3.6% | 6.12% | +5.0% |
| Q1 2014 | $52,828,000 | +5.0% | 685,545 | +1.7% | 5.83% | -5.5% |
| Q4 2013 | $50,297,000 | +19.0% | 674,112 | +10.9% | 6.17% | +11.3% |
| Q3 2013 | $42,252,000 | +23.1% | 607,762 | +16.1% | 5.54% | +18.1% |
| Q2 2013 | $34,329,000 | – | 523,631 | – | 4.69% | – |
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% |