WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $304,168 | +11.5% | 6,657 | -0.1% | 0.03% | -3.4% |
| Q3 2023 | $272,905 | -2.0% | 6,663 | +0.6% | 0.03% | -3.3% |
| Q2 2023 | $278,448 | +4.5% | 6,622 | +1.9% | 0.03% | 0.0% |
| Q1 2023 | $266,391 | -49.6% | 6,501 | -49.4% | 0.03% | -50.0% |
| Q4 2022 | $529,062 | +118.6% | 12,860 | +100.1% | 0.06% | +76.5% |
| Q3 2022 | $242,000 | -3.6% | 6,427 | -0.0% | 0.03% | 0.0% |
| Q2 2022 | $251,000 | -15.8% | 6,428 | -4.3% | 0.03% | -2.9% |
| Q1 2022 | $298,000 | 0.0% | 6,714 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $298,000 | +6.0% | 6,709 | -0.9% | 0.04% | -5.4% |
| Q3 2021 | $281,000 | +1.8% | 6,768 | +2.8% | 0.04% | 0.0% |
| Q2 2021 | $276,000 | +15.0% | 6,583 | +11.0% | 0.04% | +8.8% |
| Q1 2021 | $240,000 | -89.3% | 5,929 | -89.9% | 0.03% | -91.0% |
| Q4 2019 | $2,240,000 | +4.8% | 58,891 | +0.1% | 0.38% | -4.8% |
| Q3 2019 | $2,137,000 | +1.2% | 58,846 | +0.9% | 0.40% | -5.3% |
| Q2 2019 | $2,112,000 | +9.3% | 58,341 | +8.0% | 0.42% | +1.2% |
| Q1 2019 | $1,933,000 | -11.2% | 53,996 | -21.5% | 0.41% | -15.2% |
| Q4 2018 | $2,177,000 | -13.7% | 68,814 | -4.5% | 0.49% | -20.3% |
| Q3 2018 | $2,524,000 | +4.0% | 72,083 | +6.3% | 0.61% | -2.4% |
| Q2 2018 | $2,428,000 | +4.0% | 67,824 | -0.8% | 0.63% | +8.3% |
| Q1 2018 | $2,334,000 | -17.5% | 68,395 | -14.7% | 0.58% | -15.9% |
| Q4 2017 | $2,829,000 | +16.7% | 80,176 | +230.6% | 0.69% | -6.0% |
| Q3 2017 | $2,424,000 | +1.0% | 24,251 | -1.2% | 0.73% | -0.1% |
| Q2 2017 | $2,399,000 | -4.6% | 24,548 | -4.8% | 0.73% | -8.2% |
| Q1 2017 | $2,514,000 | +3.5% | 25,784 | +0.1% | 0.80% | -1.2% |
| Q4 2016 | $2,430,000 | +6.8% | 25,747 | +2.8% | 0.81% | -0.6% |
| Q3 2016 | $2,276,000 | +150.4% | 25,047 | +146.6% | 0.81% | +138.8% |
| Q2 2016 | $909,000 | +2.9% | 10,158 | -0.9% | 0.34% | -2.0% |
| Q1 2016 | $883,000 | – | 10,255 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |