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 | $1,723,924 | -3.8% | 42,088 | -1.3% | 0.00% | – |
| Q2 2023 | $1,792,423 | +10.1% | 42,626 | +7.3% | 0.00% | – |
| Q1 2023 | $1,628,340 | -11.8% | 39,735 | -11.5% | 0.00% | – |
| Q4 2022 | $1,846,075 | +14.1% | 44,873 | +4.5% | 0.00% | – |
| Q3 2022 | $1,618,000 | +44.1% | 42,938 | +49.0% | 0.00% | – |
| Q2 2022 | $1,123,000 | -18.3% | 28,813 | -6.9% | 0.00% | – |
| Q1 2022 | $1,374,000 | -13.6% | 30,935 | -13.7% | 0.00% | – |
| Q4 2021 | $1,590,000 | +119.6% | 35,826 | +104.9% | 0.00% | – |
| Q3 2021 | $724,000 | -43.3% | 17,487 | -42.6% | 0.00% | – |
| Q2 2021 | $1,278,000 | -53.6% | 30,455 | -55.3% | 0.00% | – |
| Q1 2021 | $2,756,000 | -72.1% | 68,187 | -75.9% | 0.00% | -100.0% |
| Q4 2020 | $9,862,000 | +84.1% | 283,254 | +52.9% | 0.00% | 0.0% |
| Q3 2020 | $5,357,000 | +133.8% | 185,216 | +129.1% | 0.00% | 0.0% |
| Q2 2020 | $2,291,000 | -73.5% | 80,831 | -77.4% | 0.00% | -66.7% |
| Q1 2020 | $8,632,000 | +1409.1% | 357,314 | +2276.5% | 0.00% | – |
| Q4 2019 | $572,000 | -19.4% | 15,035 | -23.2% | 0.00% | – |
| Q3 2019 | $710,000 | -78.5% | 19,567 | -78.6% | 0.00% | – |
| Q2 2019 | $3,309,000 | +731.4% | 91,428 | +626.0% | 0.00% | – |
| Q4 2018 | $398,000 | -86.3% | 12,593 | -84.0% | 0.00% | -100.0% |
| Q3 2018 | $2,908,000 | +76.9% | 78,840 | +71.6% | 0.00% | 0.0% |
| Q2 2018 | $1,644,000 | +17.7% | 45,934 | +12.3% | 0.00% | – |
| Q1 2018 | $1,397,000 | +71.8% | 40,916 | +77.6% | 0.00% | – |
| Q4 2017 | $813,000 | +113.9% | 23,044 | +506.4% | 0.00% | – |
| Q3 2017 | $380,000 | -82.5% | 3,800 | -82.9% | 0.00% | -100.0% |
| Q2 2017 | $2,173,000 | +16.6% | 22,227 | +16.3% | 0.00% | 0.0% |
| Q1 2017 | $1,864,000 | +48.1% | 19,107 | +43.2% | 0.00% | 0.0% |
| Q4 2016 | $1,259,000 | -71.1% | 13,341 | -72.2% | 0.00% | -50.0% |
| Q3 2016 | $4,356,000 | +65.1% | 47,928 | +62.6% | 0.00% | +100.0% |
| Q2 2016 | $2,639,000 | +143.0% | 29,485 | +133.8% | 0.00% | 0.0% |
| Q1 2016 | $1,086,000 | -82.3% | 12,609 | -83.4% | 0.00% | -66.7% |
| Q4 2015 | $6,119,000 | +420.8% | 76,001 | +401.7% | 0.00% | +200.0% |
| Q3 2015 | $1,175,000 | -82.6% | 15,149 | -81.5% | 0.00% | -66.7% |
| Q2 2015 | $6,771,000 | +81.2% | 81,955 | +83.6% | 0.00% | +200.0% |
| Q4 2014 | $3,737,000 | -37.8% | 44,645 | -41.9% | 0.00% | -50.0% |
| Q3 2014 | $6,010,000 | +71.9% | 76,782 | +79.3% | 0.00% | 0.0% |
| Q2 2014 | $3,497,000 | +530.1% | 42,819 | +494.6% | 0.00% | – |
| Q1 2014 | $555,000 | -62.1% | 7,201 | -63.3% | 0.00% | -100.0% |
| Q4 2013 | $1,465,000 | – | 19,641 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |