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 | $455,721 | -13.0% | 11,126 | -10.7% | 0.06% | -16.0% |
Q2 2023 | $523,866 | +4.3% | 12,458 | +0.1% | 0.08% | -7.4% |
Q1 2023 | $502,268 | -1.9% | 12,451 | +0.0% | 0.08% | -19.0% |
Q4 2022 | $512,001 | +8.2% | 12,445 | -0.9% | 0.10% | 0.0% |
Q3 2022 | $473,000 | -3.3% | 12,561 | +0.1% | 0.10% | -2.9% |
Q2 2022 | $489,000 | -15.1% | 12,553 | -2.0% | 0.10% | -1.9% |
Q1 2022 | $576,000 | -26.0% | 12,805 | -27.9% | 0.10% | -16.7% |
Q4 2021 | $778,000 | -7.9% | 17,767 | -13.8% | 0.13% | -17.1% |
Q3 2021 | $845,000 | 0.0% | 20,614 | 0.0% | 0.15% | 0.0% |
Q2 2021 | $845,000 | +1.4% | 20,614 | 0.0% | 0.15% | -7.3% |
Q1 2021 | $833,000 | +14.7% | 20,614 | -1.2% | 0.16% | +9.3% |
Q4 2020 | $726,000 | +57.8% | 20,855 | +31.2% | 0.15% | +17.2% |
Q3 2020 | $460,000 | +0.9% | 15,890 | -1.2% | 0.13% | -18.5% |
Q2 2020 | $456,000 | +15.4% | 16,090 | -1.7% | 0.16% | +823.5% |
Q1 2020 | $395,000 | -63.9% | 16,370 | -43.0% | 0.02% | -85.2% |
Q4 2019 | $1,093,000 | +4.9% | 28,721 | +0.0% | 0.12% | -1.7% |
Q3 2019 | $1,042,000 | +65.7% | 28,707 | +65.3% | 0.12% | -57.3% |
Q2 2019 | $629,000 | +1.1% | 17,370 | 0.0% | 0.27% | -11.9% |
Q1 2019 | $622,000 | +10.5% | 17,370 | -2.4% | 0.31% | -5.2% |
Q4 2018 | $563,000 | -15.7% | 17,805 | -1.7% | 0.33% | -8.4% |
Q3 2018 | $668,000 | +159.9% | 18,105 | +151.9% | 0.36% | +132.5% |
Q2 2018 | $257,000 | -99.8% | 7,187 | +373.1% | 0.15% | -12.0% |
Q4 2016 | $143,361,000 | – | 1,519 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |