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 | $3,394,819 | -2.0% | 82,881 | +0.6% | 0.29% | -6.8% |
| Q2 2023 | $3,464,340 | +3.1% | 82,386 | +0.5% | 0.31% | -2.2% |
| Q1 2023 | $3,360,534 | +110480.3% | 82,004 | +11.0% | 0.31% | +3.6% |
| Q4 2022 | $3,039 | -99.9% | 73,878 | +6.3% | 0.30% | +27.3% |
| Q3 2022 | $2,619,000 | +188.8% | 69,531 | +198.7% | 0.24% | +147.9% |
| Q2 2022 | $907,000 | +149.2% | 23,274 | +183.4% | 0.10% | +159.5% |
| Q1 2022 | $364,000 | -4.0% | 8,213 | -4.0% | 0.04% | 0.0% |
| Q4 2021 | $379,000 | +5.3% | 8,554 | -1.6% | 0.04% | -5.1% |
| Q3 2021 | $360,000 | -1.1% | 8,694 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $364,000 | +3.7% | 8,694 | 0.0% | 0.04% | -9.1% |
| Q1 2021 | $351,000 | +17.8% | 8,694 | +1.5% | 0.04% | +7.3% |
| Q4 2020 | $298,000 | +15.1% | 8,564 | -4.6% | 0.04% | -2.4% |
| Q3 2020 | $259,000 | -4.4% | 8,974 | -6.3% | 0.04% | -14.3% |
| Q2 2020 | $271,000 | +27.2% | 9,574 | +8.5% | 0.05% | +2.1% |
| Q1 2020 | $213,000 | -20.2% | 8,828 | +25.7% | 0.05% | -2.0% |
| Q4 2019 | $267,000 | – | 7,021 | – | 0.05% | – |
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 Wealth, 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% |