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 | $766,157 | -12.2% | 18,705 | -9.9% | 0.01% | -14.3% |
| Q2 2023 | $872,608 | +4.7% | 20,752 | +2.0% | 0.01% | 0.0% |
| Q1 2023 | $833,697 | -56.1% | 20,344 | -55.9% | 0.01% | -58.8% |
| Q4 2022 | $1,897,771 | +8.9% | 46,130 | -0.3% | 0.03% | -26.1% |
| Q3 2022 | $1,743,000 | -2.8% | 46,279 | +0.6% | 0.05% | +12.2% |
| Q2 2022 | $1,794,000 | -11.4% | 46,014 | +0.9% | 0.04% | +2.5% |
| Q1 2022 | $2,025,000 | +1.7% | 45,581 | +1.6% | 0.04% | 0.0% |
| Q4 2021 | $1,991,000 | +7.0% | 44,884 | +0.0% | 0.04% | +11.1% |
| Q3 2021 | $1,860,000 | -14.6% | 44,874 | -13.6% | 0.04% | -30.8% |
| Q2 2021 | $2,178,000 | +13.1% | 51,930 | +9.0% | 0.05% | -1.9% |
| Q1 2021 | $1,926,000 | -16.9% | 47,651 | -28.4% | 0.05% | -28.4% |
| Q4 2020 | $2,317,000 | -12.1% | 66,559 | -26.9% | 0.07% | -25.3% |
| Q3 2020 | $2,635,000 | -31.1% | 91,110 | -32.5% | 0.10% | -39.3% |
| Q2 2020 | $3,826,000 | +4.4% | 135,019 | -11.0% | 0.16% | -17.3% |
| Q1 2020 | $3,666,000 | -45.6% | 151,735 | -14.6% | 0.20% | -31.6% |
| Q4 2019 | $6,745,000 | +18.4% | 177,708 | +12.9% | 0.29% | +14.3% |
| Q3 2019 | $5,699,000 | +83.7% | 157,421 | +83.3% | 0.25% | +82.6% |
| Q2 2019 | $3,102,000 | +39.5% | 85,879 | +22.2% | 0.14% | +6.2% |
| Q4 2018 | $2,223,000 | -10.1% | 70,300 | +4.9% | 0.13% | +7.4% |
| Q3 2018 | $2,473,000 | +35.5% | 67,030 | +31.6% | 0.12% | +15.2% |
| Q2 2018 | $1,825,000 | -3.4% | 50,949 | -8.1% | 0.10% | -7.9% |
| Q1 2018 | $1,890,000 | -2.4% | 55,459 | +185.8% | 0.11% | -2.6% |
| Q3 2017 | $1,937,000 | +4.6% | 19,408 | +2.6% | 0.12% | +0.9% |
| Q2 2017 | $1,851,000 | +8.1% | 18,915 | +7.8% | 0.12% | +1.8% |
| Q1 2017 | $1,712,000 | +46.0% | 17,545 | +40.9% | 0.11% | +29.5% |
| Q4 2016 | $1,173,000 | +6.6% | 12,450 | +2.8% | 0.09% | +4.8% |
| Q3 2016 | $1,100,000 | +24.0% | 12,109 | +22.1% | 0.08% | +21.7% |
| Q2 2016 | $887,000 | +8.4% | 9,917 | +5.0% | 0.07% | +1.5% |
| Q1 2016 | $818,000 | -25.0% | 9,449 | -30.3% | 0.07% | -26.1% |
| Q4 2015 | $1,090,000 | +34.9% | 13,562 | +30.5% | 0.09% | +19.5% |
| Q3 2015 | $808,000 | -4.9% | 10,392 | +1.0% | 0.08% | +6.9% |
| Q2 2015 | $850,000 | -13.6% | 10,287 | -10.1% | 0.07% | -20.9% |
| Q1 2015 | $984,000 | +20.0% | 11,446 | +16.7% | 0.09% | +13.8% |
| Q4 2014 | $820,000 | -0.8% | 9,810 | -7.1% | 0.08% | +27.0% |
| Q3 2014 | $827,000 | +17.8% | 10,565 | +22.9% | 0.06% | -20.3% |
| Q2 2014 | $702,000 | +6.0% | 8,599 | +0.0% | 0.08% | -13.2% |
| Q1 2014 | $662,000 | +14.3% | 8,598 | +10.7% | 0.09% | +5.8% |
| Q4 2013 | $579,000 | +128.0% | 7,769 | +100.2% | 0.09% | +62.3% |
| Q2 2013 | $254,000 | – | 3,880 | – | 0.05% | – |
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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% |