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 | $24,138,161 | -17.5% | 589,249 | -15.2% | 0.04% | -32.1% |
| Q2 2023 | $29,264,953 | -5.4% | 694,795 | -8.4% | 0.05% | -8.6% |
| Q1 2023 | $30,935,828 | -3.2% | 758,728 | -2.3% | 0.06% | -10.8% |
| Q4 2022 | $31,947,132 | +12.5% | 776,456 | +3.0% | 0.06% | 0.0% |
| Q3 2022 | $28,407,000 | -5.4% | 753,999 | -1.3% | 0.06% | -1.5% |
| Q2 2022 | $30,017,000 | +107.7% | 763,818 | +0.3% | 0.07% | +135.7% |
| Q1 2022 | $14,454,000 | -58.2% | 761,672 | -2.0% | 0.03% | -56.9% |
| Q4 2021 | $34,563,000 | +2.5% | 777,496 | -3.6% | 0.06% | -7.1% |
| Q3 2021 | $33,707,000 | -15.2% | 806,437 | -14.6% | 0.07% | -18.6% |
| Q2 2021 | $39,761,000 | +5.4% | 943,988 | +1.8% | 0.09% | -5.5% |
| Q1 2021 | $37,732,000 | +40.1% | 927,660 | +19.9% | 0.09% | +26.4% |
| Q4 2020 | $26,928,000 | -9.2% | 773,477 | -25.4% | 0.07% | -19.1% |
| Q3 2020 | $29,669,000 | +2.0% | 1,037,273 | +1.1% | 0.09% | -9.2% |
| Q2 2020 | $29,080,000 | +21.4% | 1,026,026 | +0.3% | 0.10% | 0.0% |
| Q1 2020 | $23,945,000 | – | 1,022,450 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |