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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $336,856 | +3.3% | 8,220 | -28.6% | 0.02% | -75.3% |
| Q2 2020 | $326,000 | +25.9% | 11,511 | +7.2% | 0.08% | -3.4% |
| Q1 2020 | $259,000 | -49.2% | 10,739 | -20.0% | 0.09% | -33.8% |
| Q4 2019 | $510,000 | +10.6% | 13,417 | +5.7% | 0.13% | +0.8% |
| Q3 2019 | $461,000 | +0.9% | 12,689 | +0.5% | 0.13% | -10.2% |
| Q2 2019 | $457,000 | -2.6% | 12,627 | -3.7% | 0.15% | -3.9% |
| Q1 2019 | $469,000 | +12.5% | 13,110 | -0.7% | 0.15% | -14.5% |
| Q4 2018 | $417,000 | +5.0% | 13,205 | +22.6% | 0.18% | -3.8% |
| Q3 2018 | $397,000 | +4.7% | 10,774 | -3.0% | 0.19% | +6.3% |
| Q1 2018 | $379,000 | -3.6% | 11,107 | -0.2% | 0.18% | -3.8% |
| Q4 2017 | $393,000 | – | 11,127 | – | 0.18% | – |
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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% |