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 | $7,000 | -33.1% | 163,200 | -34.7% | 0.99% | -30.0% |
| Q2 2023 | $10,463 | -1.4% | 249,900 | -4.3% | 1.42% | -4.2% |
| Q1 2023 | $10,613 | -5.0% | 261,154 | -3.5% | 1.48% | -2.8% |
| Q4 2022 | $11,167 | -99.9% | 270,640 | -0.9% | 1.52% | -5.2% |
| Q3 2022 | $10,347,000 | -4.1% | 273,008 | +0.1% | 1.61% | +0.2% |
| Q2 2022 | $10,785,000 | -13.7% | 272,618 | -1.9% | 1.60% | -3.6% |
| Q1 2022 | $12,499,000 | -0.4% | 278,012 | -1.3% | 1.66% | +2.1% |
| Q4 2021 | $12,545,000 | +8.1% | 281,778 | -0.5% | 1.63% | +4.8% |
| Q3 2021 | $11,605,000 | 0.0% | 283,216 | +0.3% | 1.56% | -5.3% |
| Q2 2021 | $11,605,000 | +9.1% | 282,501 | -2.3% | 1.64% | -1.3% |
| Q1 2021 | $10,636,000 | 0.0% | 289,066 | 0.0% | 1.66% | 0.0% |
| Q4 2020 | $10,636,000 | +24.4% | 289,066 | -2.2% | 1.66% | +8.9% |
| Q3 2020 | $8,549,000 | +29.5% | 295,624 | +25.4% | 1.53% | +20.2% |
| Q2 2020 | $6,599,000 | -55.6% | 235,835 | -50.2% | 1.27% | +7.1% |
| Q1 2020 | $14,876,000 | +64.1% | 473,941 | +98.8% | 1.19% | +4.6% |
| Q4 2019 | $9,067,000 | +8.8% | 238,358 | +3.4% | 1.14% | -20.0% |
| Q3 2019 | $8,337,000 | +0.4% | 230,618 | +0.6% | 1.42% | +0.3% |
| Q2 2019 | $8,300,000 | +1.5% | 229,284 | +0.4% | 1.42% | +5.8% |
| Q1 2019 | $8,176,000 | +1944.0% | 228,434 | +1379.1% | 1.34% | +1684.0% |
| Q4 2018 | $400,000 | -95.4% | 15,444 | -93.4% | 0.08% | -94.9% |
| Q3 2018 | $8,670,000 | +1.0% | 235,099 | -2.0% | 1.46% | +0.8% |
| Q2 2018 | $8,588,000 | +9.6% | 239,897 | +4.4% | 1.45% | +8.7% |
| Q1 2018 | $7,837,000 | +9.6% | 229,700 | +13.4% | 1.34% | +7.3% |
| Q4 2017 | $7,148,000 | +8.7% | 202,599 | +208.0% | 1.24% | +4.9% |
| Q3 2017 | $6,576,000 | +1.7% | 65,789 | -0.9% | 1.19% | -3.3% |
| Q2 2017 | $6,469,000 | +2.3% | 66,413 | +2.3% | 1.23% | +1.6% |
| Q1 2017 | $6,325,000 | +4.1% | 64,945 | +0.8% | 1.21% | -2.2% |
| Q4 2016 | $6,078,000 | +6.2% | 64,405 | +1.9% | 1.24% | +2.7% |
| Q3 2016 | $5,722,000 | +4.1% | 63,221 | +1.4% | 1.20% | +0.2% |
| Q2 2016 | $5,498,000 | +3.1% | 62,354 | +0.4% | 1.20% | +4.2% |
| Q1 2016 | $5,333,000 | +5.8% | 62,082 | -0.2% | 1.15% | -0.6% |
| Q4 2015 | $5,040,000 | +16.3% | 62,230 | +10.0% | 1.16% | +9.3% |
| Q3 2015 | $4,333,000 | -4.5% | 56,588 | +2.8% | 1.06% | +7.7% |
| Q2 2015 | $4,536,000 | +9.1% | 55,035 | +14.5% | 0.98% | +6.7% |
| Q1 2015 | $4,156,000 | +36.6% | 48,051 | +33.6% | 0.92% | +46.1% |
| Q4 2014 | $3,043,000 | +10.0% | 35,960 | +2.2% | 0.63% | +5.2% |
| Q3 2014 | $2,767,000 | +1.0% | 35,178 | +4.5% | 0.60% | -1.0% |
| Q2 2014 | $2,740,000 | +10.6% | 33,677 | +3.4% | 0.61% | +19.1% |
| Q1 2014 | $2,477,000 | +8.6% | 32,575 | +6.3% | 0.51% | +15.9% |
| Q4 2013 | $2,280,000 | +16.1% | 30,649 | +8.7% | 0.44% | +3.8% |
| Q3 2013 | $1,964,000 | – | 28,184 | – | 0.42% | – |
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% |