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 | $365,018 | -2.0% | 8,912 | +0.7% | 0.03% | 0.0% |
| Q2 2023 | $372,279 | +3.3% | 8,853 | +0.7% | 0.03% | -5.6% |
| Q1 2023 | $360,315 | +0.1% | 8,792 | +0.5% | 0.04% | -7.7% |
| Q4 2022 | $359,827 | +10.4% | 8,746 | +0.9% | 0.04% | +2.6% |
| Q3 2022 | $326,000 | -2.7% | 8,664 | +0.7% | 0.04% | +2.7% |
| Q2 2022 | $335,000 | -11.6% | 8,600 | +0.7% | 0.04% | 0.0% |
| Q1 2022 | $379,000 | +0.3% | 8,537 | +0.3% | 0.04% | +8.8% |
| Q4 2021 | $378,000 | +7.1% | 8,514 | +0.8% | 0.03% | -5.6% |
| Q3 2021 | $353,000 | +0.3% | 8,449 | +0.6% | 0.04% | -2.7% |
| Q2 2021 | $352,000 | +4.5% | 8,397 | +0.6% | 0.04% | -26.0% |
| Q1 2021 | $337,000 | +16.2% | 8,348 | +0.2% | 0.05% | +8.7% |
| Q4 2020 | $290,000 | +21.8% | 8,329 | +1.0% | 0.05% | +7.0% |
| Q3 2020 | $238,000 | +2.6% | 8,244 | +0.6% | 0.04% | -6.5% |
| Q2 2020 | $232,000 | -24.4% | 8,195 | +1.6% | 0.05% | -23.3% |
| Q4 2019 | $307,000 | +5.5% | 8,063 | +0.8% | 0.06% | 0.0% |
| Q3 2019 | $291,000 | +1.4% | 8,001 | +1.0% | 0.06% | +3.4% |
| Q2 2019 | $287,000 | +1.8% | 7,922 | +0.6% | 0.06% | 0.0% |
| Q1 2019 | $282,000 | +13.3% | 7,875 | +0.1% | 0.06% | +1.8% |
| Q4 2018 | $249,000 | -13.2% | 7,865 | +1.0% | 0.06% | -1.7% |
| Q3 2018 | $287,000 | +3.2% | 7,784 | +0.4% | 0.06% | +5.5% |
| Q2 2018 | $278,000 | +5.7% | 7,752 | +0.5% | 0.06% | +1.9% |
| Q1 2018 | $263,000 | -2.6% | 7,717 | +0.8% | 0.05% | -1.8% |
| Q4 2017 | $270,000 | +6.3% | 7,658 | +201.7% | 0.06% | +1.9% |
| Q3 2017 | $254,000 | – | 2,538 | – | 0.05% | – |
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% |