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 | $1,082,655 | -7.3% | 26,432 | -4.8% | 0.28% | -4.1% |
| Q2 2023 | $1,167,560 | +2.7% | 27,766 | +0.1% | 0.30% | 0.0% |
| Q1 2023 | $1,136,621 | -3.8% | 27,736 | -3.5% | 0.30% | -7.8% |
| Q4 2022 | $1,181,993 | +9.2% | 28,731 | +0.1% | 0.32% | -3.3% |
| Q3 2022 | $1,082,000 | -3.7% | 28,713 | -0.4% | 0.33% | -2.1% |
| Q2 2022 | $1,124,000 | -12.9% | 28,828 | -0.8% | 0.34% | -7.1% |
| Q1 2022 | $1,290,000 | -0.2% | 29,047 | -0.3% | 0.36% | -6.9% |
| Q4 2021 | $1,293,000 | +6.9% | 29,140 | -0.1% | 0.39% | -4.2% |
| Q3 2021 | $1,209,000 | -1.5% | 29,172 | -0.4% | 0.41% | -4.0% |
| Q2 2021 | $1,228,000 | +3.8% | 29,275 | 0.0% | 0.42% | -4.7% |
| Q1 2021 | $1,183,000 | +15.8% | 29,275 | -0.3% | 0.45% | +10.9% |
| Q4 2020 | $1,022,000 | +19.5% | 29,357 | -0.7% | 0.40% | -3.1% |
| Q3 2020 | $855,000 | -2.3% | 29,575 | -4.2% | 0.42% | -5.5% |
| Q2 2020 | $875,000 | +61.4% | 30,875 | +37.7% | 0.44% | +29.9% |
| Q1 2020 | $542,000 | +68.8% | 22,422 | +166.1% | 0.34% | +128.4% |
| Q4 2019 | $321,000 | +61.3% | 8,426 | +53.6% | 0.15% | +46.5% |
| Q3 2019 | $199,000 | +32.7% | 5,486 | +32.6% | 0.10% | +29.5% |
| Q2 2019 | $150,000 | – | 4,136 | – | 0.08% | – |
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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% |