WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $304,805 | -11.6% | 7,442 | -9.2% | 0.02% | -11.1% |
Q2 2023 | $344,748 | +13.4% | 8,199 | +10.5% | 0.02% | 0.0% |
Q1 2023 | $304,015 | +9.2% | 7,419 | +9.7% | 0.02% | +5.9% |
Q4 2022 | $278,315 | +37.1% | 6,765 | +25.2% | 0.02% | +21.4% |
Q3 2022 | $203,000 | -30.7% | 5,404 | -27.3% | 0.01% | 0.0% |
Q2 2022 | $293,000 | -20.6% | 7,432 | -10.6% | 0.01% | -12.5% |
Q1 2022 | $369,000 | -17.4% | 8,316 | -17.6% | 0.02% | -5.9% |
Q4 2021 | $447,000 | -1.3% | 10,090 | -6.4% | 0.02% | 0.0% |
Q3 2021 | $453,000 | -3.8% | 10,783 | -3.5% | 0.02% | -5.6% |
Q2 2021 | $471,000 | -0.2% | 11,169 | -0.5% | 0.02% | +38.5% |
Q1 2021 | $472,000 | -11.3% | 11,227 | -14.7% | 0.01% | -38.1% |
Q4 2020 | $532,000 | +14.2% | 13,160 | -19.7% | 0.02% | -12.5% |
Q3 2020 | $466,000 | -16.6% | 16,389 | -20.0% | 0.02% | -22.6% |
Q2 2020 | $559,000 | +9.2% | 20,499 | -3.2% | 0.03% | -8.8% |
Q1 2020 | $512,000 | -71.2% | 21,169 | -54.9% | 0.03% | -64.2% |
Q4 2019 | $1,780,000 | +23.9% | 46,920 | +18.0% | 0.10% | +10.5% |
Q3 2019 | $1,437,000 | +92.1% | 39,769 | +92.3% | 0.09% | +87.0% |
Q2 2019 | $748,000 | +6.1% | 20,686 | +5.0% | 0.05% | -2.1% |
Q1 2019 | $705,000 | +94.8% | 19,709 | +70.3% | 0.05% | +74.1% |
Q4 2018 | $362,000 | -14.6% | 11,575 | +0.6% | 0.03% | -3.6% |
Q3 2018 | $424,000 | +1.7% | 11,506 | -1.2% | 0.03% | -15.2% |
Q2 2018 | $417,000 | +48.9% | 11,648 | +41.6% | 0.03% | +37.5% |
Q1 2018 | $280,000 | -10.3% | 8,228 | -7.2% | 0.02% | -14.3% |
Q4 2017 | $312,000 | +7.6% | 8,863 | +205.3% | 0.03% | -3.4% |
Q3 2017 | $290,000 | -9.1% | 2,903 | -11.3% | 0.03% | -12.1% |
Q2 2017 | $319,000 | -5.1% | 3,271 | -5.2% | 0.03% | -5.7% |
Q1 2017 | $336,000 | +24.0% | 3,450 | +20.0% | 0.04% | -2.8% |
Q4 2016 | $271,000 | +3.8% | 2,876 | -0.1% | 0.04% | +2.9% |
Q3 2016 | $261,000 | +1.6% | 2,880 | +0.2% | 0.04% | -5.4% |
Q2 2016 | $257,000 | +5.3% | 2,873 | +1.3% | 0.04% | 0.0% |
Q1 2016 | $244,000 | – | 2,835 | – | 0.04% | – |
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 Wealth, 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% |