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 | $913,892 | -17.6% | 22,312 | -15.4% | 0.21% | -11.7% |
| Q2 2023 | $1,108,789 | -6.9% | 26,368 | -9.3% | 0.24% | -11.4% |
| Q1 2023 | $1,191,458 | +1.1% | 29,074 | +1.5% | 0.27% | -3.2% |
| Q4 2022 | $1,178,378 | +9.7% | 28,643 | +0.5% | 0.28% | +3.3% |
| Q3 2022 | $1,074,000 | -6.4% | 28,514 | -3.1% | 0.27% | -2.5% |
| Q2 2022 | $1,147,000 | -12.2% | 29,425 | +0.0% | 0.28% | +4.5% |
| Q1 2022 | $1,307,000 | -30.6% | 29,413 | -30.7% | 0.27% | -25.5% |
| Q4 2021 | $1,884,000 | +257.5% | 42,460 | +233.7% | 0.36% | +205.1% |
| Q3 2021 | $527,000 | – | 12,723 | – | 0.12% | – |
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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% |