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 | $20,983,579 | -31.8% | 512,294 | -30.0% | 0.06% | -29.6% |
| Q2 2023 | $30,769,246 | +5.6% | 731,730 | +2.9% | 0.08% | +12.5% |
| Q1 2023 | $29,143,263 | +105763.9% | 711,158 | +6.3% | 0.07% | 0.0% |
| Q4 2022 | $27,529 | -99.9% | 669,144 | +7.1% | 0.07% | +4.3% |
| Q3 2022 | $23,536,000 | -6.7% | 624,796 | -3.4% | 0.07% | -1.4% |
| Q2 2022 | $25,218,000 | +6.7% | 646,936 | +21.6% | 0.07% | +20.7% |
| Q1 2022 | $23,625,000 | -2.4% | 531,851 | -2.5% | 0.06% | +1.8% |
| Q4 2021 | $24,200,000 | +5.8% | 545,529 | -1.2% | 0.06% | -3.4% |
| Q3 2021 | $22,876,000 | +5.2% | 551,889 | +6.5% | 0.06% | +3.5% |
| Q2 2021 | $21,746,000 | +5.5% | 518,383 | +1.7% | 0.06% | -1.7% |
| Q1 2021 | $20,608,000 | +11.7% | 509,856 | -3.8% | 0.06% | +5.5% |
| Q4 2020 | $18,455,000 | +16.0% | 530,155 | -3.6% | 0.06% | +1.9% |
| Q3 2020 | $15,906,000 | -1.4% | 549,987 | -3.4% | 0.05% | -11.5% |
| Q2 2020 | $16,138,000 | +101.6% | 569,456 | +71.9% | 0.06% | +64.9% |
| Q1 2020 | $8,005,000 | -55.9% | 331,353 | -30.5% | 0.04% | -43.1% |
| Q4 2019 | $18,148,000 | +9.7% | 477,066 | +4.8% | 0.06% | 0.0% |
| Q3 2019 | $16,536,000 | -2.6% | 455,425 | -2.9% | 0.06% | -1.5% |
| Q2 2019 | $16,984,000 | +14.6% | 469,146 | +13.3% | 0.07% | -24.1% |
| Q1 2019 | $14,815,000 | +26.5% | 413,936 | +11.8% | 0.09% | +8.8% |
| Q4 2018 | $11,715,000 | -4.3% | 370,373 | +11.1% | 0.08% | +3.9% |
| Q3 2018 | $12,242,000 | +6.3% | 333,295 | +3.6% | 0.08% | -1.3% |
| Q2 2018 | $11,517,000 | +12.5% | 321,711 | +7.2% | 0.08% | +8.3% |
| Q1 2018 | $10,240,000 | -22.8% | 300,110 | -20.2% | 0.07% | -23.4% |
| Q4 2017 | $13,262,000 | +4.6% | 375,916 | +196.4% | 0.09% | -2.1% |
| Q3 2017 | $12,677,000 | +5.3% | 126,831 | +3.0% | 0.10% | +2.1% |
| Q2 2017 | $12,040,000 | +0.7% | 123,171 | +0.5% | 0.09% | -3.1% |
| Q1 2017 | $11,957,000 | -2.5% | 122,597 | -5.7% | 0.10% | -9.3% |
| Q4 2016 | $12,266,000 | +13.8% | 129,962 | +9.6% | 0.11% | +10.3% |
| Q3 2016 | $10,778,000 | +94.0% | 118,593 | +92.8% | 0.10% | +90.2% |
| Q2 2016 | $5,557,000 | +101.3% | 61,524 | +91.8% | 0.05% | +96.2% |
| Q1 2016 | $2,761,000 | +35.8% | 32,069 | +27.0% | 0.03% | +30.0% |
| Q4 2015 | $2,033,000 | +36.3% | 25,254 | +31.5% | 0.02% | +25.0% |
| Q3 2015 | $1,492,000 | -5.6% | 19,207 | +0.4% | 0.02% | 0.0% |
| Q2 2015 | $1,581,000 | – | 19,130 | – | 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% |