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 | $3,199,852 | -1.0% | 78,121 | +1.6% | 0.03% | +3.7% |
| Q2 2023 | $3,231,974 | -22.0% | 76,860 | -24.0% | 0.03% | -25.0% |
| Q1 2023 | $4,146,024 | -38.1% | 101,171 | -37.8% | 0.04% | -41.9% |
| Q4 2022 | $6,696,559 | +41.4% | 162,775 | +29.5% | 0.06% | -34.7% |
| Q3 2022 | $4,735,000 | +12.0% | 125,687 | +15.8% | 0.10% | +41.8% |
| Q2 2022 | $4,229,000 | -7.6% | 108,494 | +5.2% | 0.07% | +1.5% |
| Q1 2022 | $4,579,000 | +167.5% | 103,084 | +167.1% | 0.07% | +164.0% |
| Q4 2021 | $1,712,000 | +4.2% | 38,590 | -2.6% | 0.02% | -3.8% |
| Q3 2021 | $1,643,000 | +1.3% | 39,635 | +2.5% | 0.03% | 0.0% |
| Q2 2021 | $1,622,000 | +26.9% | 38,671 | +22.3% | 0.03% | +4.0% |
| Q1 2021 | $1,278,000 | +23.6% | 31,623 | +6.5% | 0.02% | +25.0% |
| Q4 2020 | $1,034,000 | +208.7% | 29,692 | +156.3% | 0.02% | -25.9% |
| Q3 2020 | $335,000 | -5.4% | 11,587 | -7.1% | 0.03% | -18.2% |
| Q2 2020 | $354,000 | +22.1% | 12,478 | +3.9% | 0.03% | -8.3% |
| Q1 2020 | $290,000 | -28.0% | 12,006 | +12.5% | 0.04% | -10.0% |
| Q4 2019 | $403,000 | +16.8% | 10,670 | +12.3% | 0.04% | -4.8% |
| Q3 2019 | $345,000 | -16.1% | 9,505 | -16.3% | 0.04% | -20.8% |
| Q2 2019 | $411,000 | +1.5% | 11,350 | +0.7% | 0.05% | -7.0% |
| Q1 2019 | $405,000 | +14.1% | 11,275 | +0.4% | 0.06% | -1.7% |
| Q4 2018 | $355,000 | -14.7% | 11,225 | -0.8% | 0.06% | -3.3% |
| Q3 2018 | $416,000 | +1.7% | 11,319 | -0.5% | 0.06% | -16.7% |
| Q2 2018 | $409,000 | -2.4% | 11,371 | -7.3% | 0.07% | -7.7% |
| Q1 2018 | $419,000 | -4.3% | 12,260 | -0.7% | 0.08% | -2.5% |
| Q4 2017 | $438,000 | +6.8% | 12,351 | +200.0% | 0.08% | -12.1% |
| Q3 2017 | $410,000 | +1.7% | 4,117 | 0.0% | 0.09% | -8.1% |
| Q2 2017 | $403,000 | -7.4% | 4,117 | -7.5% | 0.10% | -17.5% |
| Q1 2017 | $435,000 | +2.8% | 4,450 | -0.9% | 0.12% | -14.9% |
| Q4 2016 | $423,000 | +22.3% | 4,492 | +17.9% | 0.14% | -5.4% |
| Q3 2016 | $346,000 | -1.7% | 3,809 | -3.9% | 0.15% | +8.0% |
| Q2 2016 | $352,000 | +2.3% | 3,963 | -0.8% | 0.14% | -7.4% |
| Q1 2016 | $344,000 | +13.2% | 3,994 | +6.3% | 0.15% | +6.4% |
| Q4 2015 | $304,000 | – | 3,756 | – | 0.14% | – |
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% |