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 | $412,274 | +1.7% | 10,065 | +4.4% | 0.04% | 0.0% |
| Q2 2023 | $405,370 | -9.7% | 9,640 | -12.0% | 0.04% | -16.7% |
| Q1 2023 | $448,879 | -19.2% | 10,954 | -18.9% | 0.04% | -26.3% |
| Q4 2022 | $555,832 | -35.5% | 13,510 | -41.0% | 0.06% | +16.3% |
| Q3 2022 | $862,000 | +30.4% | 22,913 | +35.6% | 0.05% | +28.9% |
| Q2 2022 | $661,000 | -23.0% | 16,903 | -12.6% | 0.04% | -9.5% |
| Q1 2022 | $858,000 | +94.1% | 19,332 | +94.0% | 0.04% | -4.5% |
| Q4 2021 | $442,000 | -19.8% | 9,967 | -23.7% | 0.04% | -22.8% |
| Q2 2021 | $551,000 | +0.7% | 13,071 | -3.5% | 0.06% | -23.0% |
| Q1 2021 | $547,000 | -3.0% | 13,544 | -16.5% | 0.07% | -10.8% |
| Q4 2020 | $564,000 | +33.3% | 16,215 | +11.0% | 0.08% | +20.3% |
| Q3 2020 | $423,000 | -3.9% | 14,613 | -5.6% | 0.07% | -13.8% |
| Q2 2020 | $440,000 | +41.9% | 15,479 | +20.8% | 0.08% | +12.7% |
| Q1 2020 | $310,000 | -28.9% | 12,813 | +11.9% | 0.07% | +7.6% |
| Q4 2019 | $436,000 | +7.4% | 11,449 | +2.7% | 0.07% | -21.4% |
| Q3 2019 | $406,000 | +1.5% | 11,148 | +1.3% | 0.08% | +58.5% |
| Q2 2019 | $400,000 | -7.4% | 11,004 | -8.3% | 0.05% | -44.8% |
| Q1 2019 | $432,000 | +20.0% | 12,001 | +5.7% | 0.10% | -1.0% |
| Q4 2018 | $360,000 | – | 11,359 | – | 0.10% | – |
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% |