WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,507,407 | +16.4% | 61,216 | +19.5% | 0.04% | +16.1% |
| Q2 2023 | $2,154,011 | +9.0% | 51,225 | +6.3% | 0.03% | -3.1% |
| Q1 2023 | $1,975,400 | +7.5% | 48,204 | +7.9% | 0.03% | 0.0% |
| Q4 2022 | $1,837,395 | +5.4% | 44,662 | -3.5% | 0.03% | -5.9% |
| Q3 2022 | $1,744,000 | -55.6% | 46,287 | -54.1% | 0.03% | -54.7% |
| Q2 2022 | $3,931,000 | -13.7% | 100,858 | -1.6% | 0.08% | 0.0% |
| Q1 2022 | $4,555,000 | +73.1% | 102,540 | +72.9% | 0.08% | +82.9% |
| Q4 2021 | $2,631,000 | +4.9% | 59,302 | -2.0% | 0.04% | -4.7% |
| Q3 2021 | $2,509,000 | -4.9% | 60,537 | -3.7% | 0.04% | -4.4% |
| Q2 2021 | $2,637,000 | +1.0% | 62,857 | -2.7% | 0.04% | -18.2% |
| Q1 2021 | $2,611,000 | +14.9% | 64,609 | -1.1% | 0.06% | +5.8% |
| Q4 2020 | $2,273,000 | +5.8% | 65,303 | -12.1% | 0.05% | -5.5% |
| Q3 2020 | $2,149,000 | -23.3% | 74,302 | -24.8% | 0.06% | -32.1% |
| Q2 2020 | $2,802,000 | +9.4% | 98,865 | -6.8% | 0.08% | -12.0% |
| Q1 2020 | $2,562,000 | -33.2% | 106,061 | +5.2% | 0.09% | -17.9% |
| Q4 2019 | $3,836,000 | – | 100,830 | – | 0.11% | – |
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 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% |