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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,433 | -0.1% | 53,254 | -10.4% | 0.89% | -18.2% |
| Q3 2023 | $2,435 | -49.3% | 59,455 | -47.9% | 1.09% | -52.7% |
| Q2 2023 | $4,803 | +1.5% | 114,218 | -1.1% | 2.30% | +0.4% |
| Q1 2023 | $4,733 | -3.8% | 115,486 | -3.4% | 2.29% | -8.9% |
| Q4 2022 | $4,919 | -99.9% | 119,567 | +0.5% | 2.51% | -1.6% |
| Q3 2022 | $4,480,000 | -4.1% | 118,937 | -0.8% | 2.55% | +2.9% |
| Q2 2022 | $4,673,000 | -11.3% | 119,888 | +1.1% | 2.48% | -1.9% |
| Q1 2022 | $5,269,000 | -2.9% | 118,610 | -3.0% | 2.53% | +2.5% |
| Q4 2021 | $5,426,000 | +7.3% | 122,309 | +0.2% | 2.47% | -3.1% |
| Q3 2021 | $5,058,000 | -1.1% | 122,035 | +0.1% | 2.55% | -1.3% |
| Q2 2021 | $5,112,000 | +6.9% | 121,865 | +3.0% | 2.58% | -0.0% |
| Q1 2021 | $4,782,000 | +15.8% | 118,298 | -0.2% | 2.58% | +9.2% |
| Q4 2020 | $4,128,000 | +23.1% | 118,588 | +2.3% | 2.36% | +7.3% |
| Q3 2020 | $3,354,000 | +2.3% | 115,960 | +0.2% | 2.20% | -1.7% |
| Q2 2020 | $3,280,000 | +24.3% | 115,732 | +5.9% | 2.24% | +25.2% |
| Q1 2020 | $2,639,000 | -36.2% | 109,240 | +0.5% | 1.79% | -36.8% |
| Q4 2019 | $4,136,000 | +3.5% | 108,724 | -1.2% | 2.84% | -2.1% |
| Q3 2019 | $3,996,000 | +1.9% | 110,052 | +1.6% | 2.90% | -0.7% |
| Q2 2019 | $3,922,000 | +1.7% | 108,342 | +0.5% | 2.92% | +1.2% |
| Q1 2019 | $3,858,000 | +15.7% | 107,807 | +2.2% | 2.88% | +0.2% |
| Q4 2018 | $3,335,000 | -12.7% | 105,453 | +1.8% | 2.88% | -2.5% |
| Q3 2018 | $3,819,000 | +4.3% | 103,555 | +1.2% | 2.95% | -1.0% |
| Q2 2018 | $3,663,000 | +6.2% | 102,315 | +1.2% | 2.98% | +3.0% |
| Q1 2018 | $3,450,000 | -3.3% | 101,115 | +0.0% | 2.89% | -0.1% |
| Q4 2017 | $3,567,000 | +5.4% | 101,100 | +198.7% | 2.90% | -0.4% |
| Q3 2017 | $3,383,000 | -2.8% | 33,844 | -5.0% | 2.91% | -2.8% |
| Q2 2017 | $3,481,000 | -1.7% | 35,611 | -1.9% | 2.99% | -2.4% |
| Q1 2017 | $3,540,000 | +2.5% | 36,294 | -0.8% | 3.07% | +3.6% |
| Q4 2016 | $3,453,000 | +3.5% | 36,588 | -1.0% | 2.96% | +3.3% |
| Q3 2016 | $3,336,000 | +1.8% | 36,941 | +0.9% | 2.87% | -4.3% |
| Q2 2016 | $3,278,000 | +5.2% | 36,620 | +1.2% | 3.00% | +1.7% |
| Q1 2016 | $3,117,000 | +8.1% | 36,194 | +1.0% | 2.94% | +3.7% |
| Q4 2015 | $2,884,000 | +3.6% | 35,824 | -0.0% | 2.84% | +44.6% |
| Q3 2015 | $2,783,000 | -6.6% | 35,838 | -0.6% | 1.96% | -14.4% |
| Q2 2015 | $2,981,000 | -3.4% | 36,068 | +0.6% | 2.29% | -1.8% |
| Q1 2015 | $3,087,000 | +2.8% | 35,858 | -0.0% | 2.34% | -2.0% |
| Q4 2014 | $3,003,000 | – | 35,866 | – | 2.38% | – |
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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% |