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 | $185,999 | -43.6% | 4,541 | -42.1% | 0.01% | -45.5% |
| Q2 2023 | $329,588 | +29015.5% | 7,838 | -71.6% | 0.01% | -69.4% |
| Q1 2023 | $1,132 | +757.6% | 27,616 | +765.7% | 0.04% | +620.0% |
| Q4 2022 | $132 | -99.7% | 3,190 | +165.0% | 0.01% | +400.0% |
| Q3 2022 | $45,000 | -92.1% | 1,204 | -91.8% | 0.00% | -92.3% |
| Q2 2022 | $573,000 | +101.8% | 14,705 | +117.1% | 0.01% | +85.7% |
| Q2 2021 | $284,000 | -41.2% | 6,772 | -43.4% | 0.01% | -12.5% |
| Q1 2021 | $483,000 | -81.8% | 11,960 | -84.3% | 0.01% | -90.1% |
| Q4 2020 | $2,659,000 | -13.8% | 76,371 | -28.3% | 0.08% | +138.2% |
| Q3 2020 | $3,083,000 | +625.4% | 106,580 | +610.6% | 0.03% | +100.0% |
| Q2 2020 | $425,000 | -60.4% | 14,999 | -66.3% | 0.02% | -73.8% |
| Q1 2020 | $1,074,000 | +1751.7% | 44,461 | +2802.2% | 0.06% | +1200.0% |
| Q4 2019 | $58,000 | -97.2% | 1,532 | -97.3% | 0.01% | -96.5% |
| Q3 2019 | $2,091,000 | +23.4% | 57,576 | +23.1% | 0.14% | +25.4% |
| Q2 2019 | $1,694,000 | +513.8% | 46,788 | +507.0% | 0.11% | +570.6% |
| Q1 2019 | $276,000 | -91.6% | 7,708 | -91.3% | 0.02% | -92.9% |
| Q3 2018 | $3,270,000 | +291.6% | 88,654 | +280.2% | 0.24% | +410.6% |
| Q2 2018 | $835,000 | -31.4% | 23,319 | -34.6% | 0.05% | -54.8% |
| Q1 2018 | $1,217,000 | +24.2% | 35,678 | +28.5% | 0.10% | -17.5% |
| Q4 2017 | $980,000 | +130.6% | 27,764 | +552.2% | 0.13% | +260.0% |
| Q3 2017 | $425,000 | -78.6% | 4,257 | -79.1% | 0.04% | -84.5% |
| Q2 2017 | $1,990,000 | +7270.4% | 20,355 | +7356.0% | 0.23% | +7433.3% |
| Q1 2017 | $27,000 | – | 273 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 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% |