WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087,611 | -8.9% | 26,553 | -6.5% | 0.14% | -4.7% |
| Q2 2023 | $1,193,842 | -2.2% | 28,391 | -4.7% | 0.15% | -10.3% |
| Q1 2023 | $1,220,630 | -5.4% | 29,786 | -5.1% | 0.16% | -14.9% |
| Q4 2022 | $1,290,809 | +9.0% | 31,376 | -0.2% | 0.19% | -1.5% |
| Q3 2022 | $1,184,000 | -24.3% | 31,436 | -21.7% | 0.20% | -21.8% |
| Q2 2022 | $1,565,000 | -23.6% | 40,145 | -13.0% | 0.25% | -14.6% |
| Q1 2022 | $2,049,000 | -4.1% | 46,131 | -4.3% | 0.30% | -15.5% |
| Q4 2021 | $2,137,000 | +3.6% | 48,181 | -3.2% | 0.35% | -27.6% |
| Q3 2021 | $2,062,000 | +3.8% | 49,751 | +5.1% | 0.48% | +3.7% |
| Q2 2021 | $1,986,000 | +2.7% | 47,331 | -1.1% | 0.46% | -14.4% |
| Q1 2021 | $1,934,000 | +12.9% | 47,851 | -2.7% | 0.54% | +4.0% |
| Q4 2020 | $1,713,000 | +14.0% | 49,196 | -5.3% | 0.52% | -0.2% |
| Q3 2020 | $1,503,000 | +2.6% | 51,957 | +0.5% | 0.52% | -3.9% |
| Q2 2020 | $1,465,000 | +100.4% | 51,688 | +70.9% | 0.54% | +53.2% |
| Q1 2020 | $731,000 | +34.9% | 30,253 | +112.2% | 0.36% | +74.9% |
| Q4 2019 | $542,000 | +5.9% | 14,257 | +1.0% | 0.20% | -5.1% |
| Q3 2019 | $512,000 | -3.0% | 14,110 | -3.2% | 0.21% | -4.9% |
| Q2 2019 | $528,000 | +16.6% | 14,583 | +15.2% | 0.22% | +10.3% |
| Q1 2019 | $453,000 | +60.1% | 12,657 | +41.6% | 0.20% | +33.3% |
| Q4 2018 | $283,000 | -54.5% | 8,937 | -47.0% | 0.15% | -50.2% |
| Q3 2018 | $622,000 | +0.6% | 16,867 | -2.3% | 0.31% | -7.5% |
| Q2 2018 | $618,000 | +15.1% | 17,257 | +9.6% | 0.33% | +9.2% |
| Q1 2018 | $537,000 | +6.1% | 15,744 | +9.8% | 0.30% | +8.6% |
| Q4 2017 | $506,000 | +21.6% | 14,337 | +244.7% | 0.28% | +15.7% |
| Q3 2017 | $416,000 | +14.0% | 4,159 | +11.5% | 0.24% | +7.1% |
| Q2 2017 | $365,000 | – | 3,729 | – | 0.23% | – |
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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 Wealth, 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% |