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 | $438,249 | -10.0% | 10,699 | -7.7% | 0.05% | -7.3% |
| Q2 2023 | $487,205 | -5.8% | 11,586 | -8.2% | 0.06% | +1.9% |
| Q1 2023 | $516,973 | +93216.4% | 12,615 | -6.4% | 0.05% | -8.5% |
| Q4 2022 | $554 | -99.9% | 13,479 | -1.1% | 0.06% | -3.3% |
| Q3 2022 | $513,000 | -4.8% | 13,624 | -1.5% | 0.06% | +1.7% |
| Q2 2022 | $539,000 | -39.4% | 13,838 | -30.9% | 0.06% | +39.5% |
| Q1 2022 | $889,000 | +223.3% | 20,029 | +223.0% | 0.04% | +59.3% |
| Q4 2021 | $275,000 | +7.0% | 6,200 | 0.0% | 0.03% | -6.9% |
| Q3 2021 | $257,000 | -1.2% | 6,200 | 0.0% | 0.03% | -23.7% |
| Q2 2021 | $260,000 | -25.3% | 6,200 | -39.2% | 0.04% | -44.1% |
| Q1 2018 | $348,000 | +4.8% | 10,200 | +200.0% | 0.07% | -2.9% |
| Q2 2017 | $332,000 | 0.0% | 3,400 | 0.0% | 0.07% | -7.9% |
| Q1 2017 | $332,000 | +3.4% | 3,400 | 0.0% | 0.08% | +10.1% |
| Q4 2016 | $321,000 | +3.5% | 3,400 | -0.3% | 0.07% | -6.8% |
| Q3 2016 | $310,000 | +0.3% | 3,410 | -1.3% | 0.07% | -1.3% |
| Q2 2016 | $309,000 | +5.5% | 3,455 | +1.6% | 0.08% | +2.7% |
| Q1 2016 | $293,000 | -15.3% | 3,400 | -20.9% | 0.07% | -12.0% |
| Q4 2015 | $346,000 | +22.3% | 4,300 | +17.8% | 0.08% | +12.2% |
| Q3 2015 | $283,000 | +0.7% | 3,649 | +7.3% | 0.07% | +2.8% |
| Q2 2015 | $281,000 | -24.1% | 3,400 | -20.9% | 0.07% | -24.2% |
| Q1 2015 | $370,000 | -14.2% | 4,300 | -16.5% | 0.10% | -15.2% |
| Q4 2014 | $431,000 | +6.9% | 5,150 | 0.0% | 0.11% | -6.7% |
| Q3 2014 | $403,000 | +45.0% | 5,150 | +51.5% | 0.12% | +44.6% |
| Q2 2014 | $278,000 | +6.1% | 3,400 | 0.0% | 0.08% | -3.5% |
| Q1 2014 | $262,000 | – | 3,400 | – | 0.09% | – |
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% |