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 | $2,410,955 | +4.4% | 58,861 | +7.1% | 0.40% | +7.0% |
| Q2 2023 | $2,310,041 | +10.4% | 54,936 | +7.6% | 0.37% | +0.8% |
| Q1 2023 | $2,092,947 | +10.0% | 51,072 | +10.4% | 0.37% | +1.4% |
| Q4 2022 | $1,902,526 | -20.6% | 46,245 | -27.3% | 0.37% | -27.5% |
| Q3 2022 | $2,396,000 | +6.1% | 63,612 | +9.7% | 0.50% | +5.2% |
| Q2 2022 | $2,259,000 | -7.7% | 57,963 | +5.2% | 0.48% | +4.1% |
| Q1 2022 | $2,448,000 | +5.8% | 55,115 | +5.6% | 0.46% | +3.1% |
| Q4 2021 | $2,314,000 | +7.4% | 52,174 | +0.4% | 0.45% | +1.4% |
| Q3 2021 | $2,154,000 | +93.5% | 51,964 | +95.9% | 0.44% | +76.4% |
| Q2 2021 | $1,113,000 | +5.5% | 26,521 | +1.6% | 0.25% | -3.1% |
| Q1 2021 | $1,055,000 | +28.5% | 26,109 | +10.6% | 0.26% | +24.6% |
| Q4 2020 | $821,000 | +22.4% | 23,599 | +1.7% | 0.21% | -14.5% |
| Q3 2020 | $671,000 | +6.5% | 23,197 | +4.4% | 0.24% | -0.8% |
| Q2 2020 | $630,000 | +25.5% | 22,223 | +7.0% | 0.24% | +4.7% |
| Q1 2020 | $502,000 | -21.3% | 20,769 | +23.9% | 0.23% | +0.4% |
| Q4 2019 | $638,000 | +169.2% | 16,768 | +157.8% | 0.23% | +152.2% |
| Q3 2019 | $237,000 | – | 6,505 | – | 0.09% | – |
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% |