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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,376,000 | +15.7% | 48,561 | -1.4% | 0.66% | +0.5% |
| Q1 2020 | $1,189,000 | -73.4% | 49,233 | -58.1% | 0.65% | -23.4% |
| Q4 2019 | $4,470,000 | +109.8% | 117,558 | +100.2% | 0.85% | -2.2% |
| Q3 2019 | $2,131,000 | +0.4% | 58,711 | +0.1% | 0.87% | -8.0% |
| Q2 2019 | $2,122,000 | +1.2% | 58,633 | +0.1% | 0.95% | -1.4% |
| Q1 2019 | $2,096,000 | -43.4% | 58,578 | -50.0% | 0.96% | -3.6% |
| Q4 2018 | $3,704,000 | -4.2% | 117,126 | +11.7% | 1.00% | +3.9% |
| Q3 2018 | $3,868,000 | -24.2% | 104,890 | -26.4% | 0.96% | -25.6% |
| Q2 2018 | $5,104,000 | +98.6% | 142,608 | +89.3% | 1.29% | -3.4% |
| Q1 2018 | $2,570,000 | +1.9% | 75,350 | +198.6% | 1.34% | -12.5% |
| Q3 2017 | $2,521,000 | +2.4% | 25,231 | +0.2% | 1.53% | +6.1% |
| Q2 2017 | $2,461,000 | -99.9% | 25,176 | +0.8% | 1.44% | +10.5% |
| Q1 2017 | $2,421,014,000 | +19.2% | 24,974 | +16.0% | 1.30% | +12.4% |
| Q4 2016 | $2,031,768,000 | -44.2% | 21,527 | -46.3% | 1.16% | +7.7% |
| Q3 2016 | $3,644,258,000 | +4.5% | 40,098 | +2.9% | 1.08% | -10.3% |
| Q2 2016 | $3,488,912,000 | +13.5% | 38,982 | +9.2% | 1.20% | +18.9% |
| Q1 2016 | $3,074,126,000 | +12.6% | 35,700 | +5.3% | 1.01% | +7.8% |
| Q4 2015 | $2,729,288,000 | +107.3% | 33,900 | +100.0% | 0.94% | -2.6% |
| Q3 2015 | $1,316,337,000 | -14.9% | 16,950 | -9.5% | 0.96% | -6.1% |
| Q2 2015 | $1,547,621,000 | -50.4% | 18,725 | -48.4% | 1.02% | +0.1% |
| Q1 2015 | $3,122,982,000 | – | 36,280 | – | 1.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |