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 | $624,116 | -13.6% | 15,237 | -11.3% | 0.05% | -11.5% |
| Q2 2023 | $722,728 | +3.2% | 17,187 | +0.6% | 0.05% | +4.0% |
| Q1 2023 | $700,120 | -2.8% | 17,084 | -2.4% | 0.05% | -9.1% |
| Q4 2022 | $720,236 | +11.1% | 17,506 | +1.7% | 0.06% | +1.9% |
| Q3 2022 | $648,000 | -2.3% | 17,207 | +1.2% | 0.05% | +1.9% |
| Q2 2022 | $663,000 | -16.2% | 17,001 | -4.6% | 0.05% | 0.0% |
| Q1 2022 | $791,000 | -45.1% | 17,812 | -45.2% | 0.05% | -43.6% |
| Q4 2021 | $1,441,000 | +18.0% | 32,476 | +11.5% | 0.09% | -2.1% |
| Q2 2021 | $1,221,000 | -2.6% | 29,114 | -6.1% | 0.10% | -20.7% |
| Q1 2021 | $1,253,000 | +6.8% | 31,001 | -8.0% | 0.12% | -0.8% |
| Q4 2020 | $1,173,000 | +305.9% | 33,695 | +237.7% | 0.12% | +454.5% |
| Q3 2020 | $289,000 | -74.3% | 9,977 | -74.8% | 0.02% | -87.0% |
| Q2 2020 | $1,123,000 | -20.0% | 39,641 | +7.4% | 0.17% | -4.5% |
| Q4 2019 | $1,404,000 | – | 36,909 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |