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 | $554,912 | -34.3% | 13,548 | -32.5% | 0.01% | -28.6% |
| Q2 2023 | $844,171 | -74.5% | 20,075 | -75.1% | 0.01% | -78.8% |
| Q1 2023 | $3,305,259 | -29.8% | 80,655 | -29.5% | 0.03% | -36.5% |
| Q4 2022 | $4,707,852 | +14.9% | 114,435 | +5.2% | 0.05% | 0.0% |
| Q3 2022 | $4,096,000 | -9.0% | 108,745 | -5.8% | 0.05% | -16.1% |
| Q2 2022 | $4,502,000 | -20.0% | 115,494 | -8.8% | 0.06% | -13.9% |
| Q1 2022 | $5,627,000 | +13297.6% | 126,658 | +13176.5% | 0.07% | +7100.0% |
| Q4 2021 | $42,000 | +5.0% | 954 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 954 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $40,000 | +5.3% | 954 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | -83.2% | 936 | -90.0% | 0.00% | -87.5% |
| Q1 2020 | $226,000 | – | 9,345 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |