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 | $588,104 | -5.1% | 14,358 | -2.6% | 0.18% | -0.5% |
| Q2 2023 | $619,733 | +6.2% | 14,738 | +3.5% | 0.18% | +2.2% |
| Q1 2023 | $583,678 | +75604.0% | 14,243 | -24.0% | 0.18% | -27.3% |
| Q4 2022 | $771 | -99.9% | 18,743 | +1.4% | 0.25% | +3.3% |
| Q3 2022 | $696,000 | -4.1% | 18,481 | -0.7% | 0.24% | +5.2% |
| Q2 2022 | $726,000 | -12.2% | 18,616 | +0.1% | 0.23% | +4.1% |
| Q1 2022 | $827,000 | +1.1% | 18,601 | +0.9% | 0.22% | +6.3% |
| Q4 2021 | $818,000 | +8.5% | 18,426 | +1.2% | 0.21% | -2.8% |
| Q3 2021 | $754,000 | -2.3% | 18,206 | -1.1% | 0.21% | -1.8% |
| Q2 2021 | $772,000 | +2.4% | 18,401 | -1.4% | 0.22% | -2.7% |
| Q1 2021 | $754,000 | +12.4% | 18,662 | -3.3% | 0.22% | +6.2% |
| Q4 2020 | $671,000 | +19.6% | 19,297 | -0.5% | 0.21% | +11.7% |
| Q3 2020 | $561,000 | +0.7% | 19,398 | -1.4% | 0.19% | -5.1% |
| Q2 2020 | $557,000 | -51.8% | 19,671 | -58.8% | 0.20% | -59.1% |
| Q1 2020 | $1,155,000 | -36.3% | 47,802 | +0.2% | 0.48% | -17.5% |
| Q4 2019 | $1,814,000 | -6.1% | 47,708 | -10.4% | 0.59% | -7.3% |
| Q3 2019 | $1,932,000 | -11.2% | 53,219 | -11.4% | 0.63% | -11.6% |
| Q2 2019 | $2,175,000 | +1.8% | 60,092 | +0.7% | 0.72% | +0.8% |
| Q1 2019 | $2,136,000 | +3.9% | 59,690 | -8.2% | 0.71% | -6.3% |
| Q4 2018 | $2,056,000 | -5.7% | 64,988 | +9.9% | 0.76% | +7.2% |
| Q3 2018 | $2,181,000 | -0.7% | 59,129 | -3.6% | 0.71% | -6.1% |
| Q2 2018 | $2,197,000 | -28.9% | 61,365 | -32.3% | 0.75% | -29.5% |
| Q1 2018 | $3,091,000 | -10.6% | 90,611 | -7.5% | 1.07% | -13.7% |
| Q4 2017 | $3,457,000 | – | 97,998 | – | 1.24% | – |
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% |