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 | $549,071 | -8.4% | 13,405 | -5.9% | 0.01% | -14.3% |
| Q2 2023 | $599,153 | -72.5% | 14,249 | -73.2% | 0.01% | -74.1% |
| Q1 2023 | $2,175,063 | +303.2% | 53,076 | +2.2% | 0.03% | +80.0% |
| Q4 2022 | $539,481 | -68.9% | 51,920 | +12.6% | 0.02% | -48.3% |
| Q3 2022 | $1,737,000 | +250.2% | 46,106 | +262.0% | 0.03% | +262.5% |
| Q2 2022 | $496,000 | -13.1% | 12,735 | -1.0% | 0.01% | -11.1% |
| Q1 2022 | $571,000 | +0.4% | 12,869 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $569,000 | +167.1% | 12,823 | +149.9% | 0.01% | +80.0% |
| Q3 2021 | $213,000 | -31.3% | 5,131 | -30.5% | 0.01% | -37.5% |
| Q2 2021 | $310,000 | -1.6% | 7,386 | -5.1% | 0.01% | -11.1% |
| Q1 2021 | $315,000 | -5.7% | 7,786 | -18.8% | 0.01% | -18.2% |
| Q4 2020 | $334,000 | +12.1% | 9,584 | -6.9% | 0.01% | +10.0% |
| Q3 2020 | $298,000 | -14.6% | 10,290 | -16.6% | 0.01% | -28.6% |
| Q2 2020 | $349,000 | -62.6% | 12,332 | -68.1% | 0.01% | -68.9% |
| Q1 2020 | $933,000 | -50.5% | 38,601 | -22.2% | 0.04% | -40.0% |
| Q4 2019 | $1,886,000 | +8.7% | 49,598 | +3.8% | 0.08% | -2.6% |
| Q3 2019 | $1,735,000 | -2.7% | 47,796 | -3.0% | 0.08% | -29.4% |
| Q2 2019 | $1,784,000 | +10.1% | 49,272 | +8.8% | 0.11% | +3.8% |
| Q1 2019 | $1,620,000 | +9.8% | 45,274 | -2.9% | 0.10% | +10.5% |
| Q4 2018 | $1,475,000 | -15.6% | 46,644 | -1.5% | 0.10% | -29.1% |
| Q3 2018 | $1,747,000 | +7.9% | 47,378 | +4.5% | 0.13% | -9.5% |
| Q2 2018 | $1,619,000 | +106.5% | 45,346 | +93.2% | 0.15% | +64.4% |
| Q1 2018 | $784,000 | +1.2% | 23,473 | +8.4% | 0.09% | -14.3% |
| Q4 2017 | $775,000 | -99.1% | 21,650 | +2338.1% | 0.10% | +600.0% |
| Q2 2017 | $86,231,000 | – | 888 | – | 0.02% | – |
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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 & 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% |