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 | $1,510,769 | +60.6% | 36,884 | +64.8% | 0.00% | – |
| Q2 2023 | $940,953 | -81.8% | 22,377 | -82.2% | 0.00% | -100.0% |
| Q1 2023 | $5,159,423 | +165.5% | 125,901 | +166.5% | 0.00% | – |
| Q4 2022 | $1,943,454 | +44.0% | 47,240 | +55.2% | 0.00% | – |
| Q4 2021 | $1,350,000 | +368.8% | 30,432 | +343.9% | 0.00% | – |
| Q2 2021 | $288,000 | -94.2% | 6,856 | -94.4% | 0.00% | -100.0% |
| Q1 2021 | $4,949,000 | +87.1% | 122,432 | +61.1% | 0.00% | 0.0% |
| Q4 2020 | $2,645,000 | +197.5% | 75,986 | +147.2% | 0.00% | – |
| Q3 2020 | $889,000 | +162.2% | 30,736 | +157.2% | 0.00% | – |
| Q2 2020 | $339,000 | -78.1% | 11,950 | -81.3% | 0.00% | -100.0% |
| Q1 2020 | $1,548,000 | +39.6% | 64,066 | +119.7% | 0.00% | – |
| Q4 2019 | $1,109,000 | -56.1% | 29,158 | -58.1% | 0.00% | -100.0% |
| Q3 2019 | $2,524,000 | +431.4% | 69,510 | +424.1% | 0.00% | – |
| Q1 2019 | $475,000 | -79.9% | 13,263 | -79.3% | 0.00% | -100.0% |
| Q3 2018 | $2,358,000 | +287.8% | 63,935 | +951.6% | 0.00% | – |
| Q3 2017 | $608,000 | -75.5% | 6,080 | -76.1% | 0.00% | -100.0% |
| Q2 2017 | $2,484,000 | -42.2% | 25,414 | -44.2% | 0.00% | -50.0% |
| Q4 2016 | $4,299,000 | +0.9% | 45,546 | -8.0% | 0.00% | -20.0% |
| Q1 2016 | $4,261,000 | +67.9% | 49,480 | +57.0% | 0.01% | +66.7% |
| Q4 2015 | $2,538,000 | +625.1% | 31,520 | +644.1% | 0.00% | – |
| Q2 2015 | $350,000 | – | 4,236 | – | 0.00% | – |
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% |