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 | $262,776 | -5.7% | 6,415 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $278,617 | -22.5% | 6,626 | -24.5% | 0.03% | -14.3% |
| Q1 2023 | $359,479 | -0.6% | 8,772 | -0.2% | 0.04% | 0.0% |
| Q4 2022 | $361,732 | +14.5% | 8,793 | +4.9% | 0.04% | -7.9% |
| Q3 2022 | $316,000 | +0.6% | 8,379 | +4.1% | 0.04% | +22.6% |
| Q2 2022 | $314,000 | -99.9% | 8,048 | +4.1% | 0.03% | +10.7% |
| Q1 2022 | $343,521,000 | +3.1% | 7,733 | +3.0% | 0.03% | +3.7% |
| Q4 2021 | $333,074,000 | +2.1% | 7,508 | -4.6% | 0.03% | -3.6% |
| Q3 2021 | $326,306,000 | +130422.4% | 7,872 | +32.0% | 0.03% | -9.7% |
| Q2 2021 | $250,000 | -29.0% | 5,963 | -31.6% | 0.03% | -16.2% |
| Q1 2021 | $352,000 | +16.2% | 8,718 | +0.2% | 0.04% | -2.6% |
| Q4 2020 | $303,000 | +1.3% | 8,698 | -9.7% | 0.04% | -5.0% |
| Q3 2020 | $299,000 | +9.5% | 9,628 | 0.0% | 0.04% | -9.1% |
| Q2 2020 | $273,000 | +27.6% | 9,628 | +8.9% | 0.04% | -2.2% |
| Q1 2020 | $214,000 | -61.9% | 8,841 | -40.3% | 0.04% | -53.6% |
| Q4 2019 | $562,000 | -86.2% | 14,816 | -86.8% | 0.10% | -94.1% |
| Q2 2019 | $4,063,000 | -6.4% | 112,235 | -7.4% | 1.65% | +42.1% |
| Q1 2019 | $4,340,000 | +4.8% | 121,268 | -7.4% | 1.16% | +14.2% |
| Q4 2018 | $4,142,000 | -14.5% | 130,949 | -0.3% | 1.02% | +47.8% |
| Q3 2018 | $4,843,000 | +65.4% | 131,325 | +60.5% | 0.69% | -22.9% |
| Q2 2018 | $2,928,000 | +4.9% | 81,800 | +0.0% | 0.89% | +3.1% |
| Q1 2018 | $2,790,000 | -1.6% | 81,783 | +1.8% | 0.87% | +22.1% |
| Q4 2017 | $2,835,000 | +10.1% | 80,362 | +211.9% | 0.71% | -16.0% |
| Q3 2017 | $2,576,000 | -6.6% | 25,769 | -8.7% | 0.84% | -16.0% |
| Q2 2017 | $2,758,000 | -4.4% | 28,212 | -4.7% | 1.01% | -11.0% |
| Q1 2017 | $2,886,000 | +9.9% | 29,595 | -0.1% | 1.13% | -13.2% |
| Q4 2016 | $2,626,000 | +2.9% | 29,625 | +5.5% | 1.30% | +2.6% |
| Q3 2016 | $2,552,000 | -0.8% | 28,078 | -2.3% | 1.27% | -9.6% |
| Q2 2016 | $2,573,000 | +5.0% | 28,744 | +1.0% | 1.40% | -11.3% |
| Q1 2016 | $2,450,000 | +9.2% | 28,453 | +2.1% | 1.58% | +0.9% |
| Q4 2015 | $2,243,000 | -1.8% | 27,859 | +0.8% | 1.57% | +7.6% |
| Q3 2015 | $2,284,000 | -99.9% | 27,638 | -44.5% | 1.46% | +11.9% |
| Q2 2015 | $2,061,201,000 | +102040.8% | 49,828 | +112.5% | 1.30% | -0.5% |
| Q1 2015 | $2,018,000 | +4.8% | 23,449 | +2.0% | 1.31% | +19.8% |
| Q4 2014 | $1,926,000 | – | 22,997 | – | 1.09% | – |
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% |