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 | $408,639 | -15.4% | 10,150 | -11.6% | 0.15% | -14.0% |
| Q2 2023 | $483,091 | +1.1% | 11,488 | -1.5% | 0.17% | +1.2% |
| Q1 2023 | $477,922 | -1.9% | 11,659 | -1.5% | 0.17% | -9.1% |
| Q4 2022 | $487,011 | +7.7% | 11,838 | -1.3% | 0.19% | -2.6% |
| Q3 2022 | $452,000 | -4.6% | 11,996 | -1.3% | 0.19% | +0.5% |
| Q2 2022 | $474,000 | -19.3% | 12,160 | -7.7% | 0.19% | -10.7% |
| Q1 2022 | $587,000 | +3.2% | 13,172 | +2.6% | 0.21% | +3.9% |
| Q4 2021 | $569,000 | +5.4% | 12,832 | +0.0% | 0.21% | -5.1% |
| Q3 2021 | $540,000 | -1.8% | 12,826 | -1.3% | 0.22% | -7.3% |
| Q2 2021 | $550,000 | +3.2% | 12,989 | -0.2% | 0.23% | -15.5% |
| Q1 2021 | $533,000 | +2.3% | 13,018 | -13.0% | 0.28% | -10.9% |
| Q4 2020 | $521,000 | +19.8% | 14,962 | -0.5% | 0.31% | -4.3% |
| Q3 2020 | $435,000 | -9.4% | 15,039 | -11.1% | 0.32% | -13.8% |
| Q2 2020 | $480,000 | +16.8% | 16,922 | -0.4% | 0.38% | -11.3% |
| Q1 2020 | $411,000 | -38.0% | 16,992 | -2.6% | 0.42% | -15.8% |
| Q4 2019 | $663,000 | +4.7% | 17,441 | +0.1% | 0.50% | -3.4% |
| Q3 2019 | $633,000 | -1.2% | 17,426 | -1.6% | 0.52% | -3.7% |
| Q2 2019 | $641,000 | -2.6% | 17,713 | -2.4% | 0.54% | -9.2% |
| Q1 2019 | $658,000 | +22.1% | 18,140 | +6.4% | 0.60% | +0.5% |
| Q4 2018 | $539,000 | – | 17,053 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb Wealth, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |