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 | $75,576 | -2.3% | 1,845 | +0.3% | 0.03% | -3.1% |
Q2 2023 | $77,372 | +101705.3% | 1,840 | -1.1% | 0.03% | -8.6% |
Q1 2023 | $76 | 0.0% | 1,861 | +0.8% | 0.04% | -5.4% |
Q4 2022 | $76 | – | 1,847 | +36840.0% | 0.04% | – |
Q3 2022 | $0 | -100.0% | 5 | -99.7% | 0.00% | -100.0% |
Q2 2022 | $73,000 | -21.5% | 1,849 | -4.9% | 0.03% | -16.7% |
Q1 2022 | $93,000 | -4.1% | 1,945 | +0.3% | 0.04% | -14.3% |
Q4 2021 | $97,000 | -4.9% | 1,940 | 0.0% | 0.04% | -10.6% |
Q3 2021 | $102,000 | +32.5% | 1,940 | +5.4% | 0.05% | +27.0% |
Q2 2021 | $77,000 | +4.1% | 1,840 | 0.0% | 0.04% | +8.8% |
Q1 2021 | $74,000 | +15.6% | 1,840 | 0.0% | 0.03% | +17.2% |
Q4 2020 | $64,000 | +20.8% | 1,840 | 0.0% | 0.03% | -3.3% |
Q3 2020 | $53,000 | +1.9% | 1,840 | 0.0% | 0.03% | -6.2% |
Q2 2020 | $52,000 | -25.7% | 1,840 | 0.0% | 0.03% | -30.4% |
Q4 2019 | $70,000 | – | 1,840 | – | 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 & 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% |