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 | $5,676,086 | -4.4% | 138,576 | -1.8% | 1.94% | -4.7% |
Q2 2023 | $5,936,864 | -2.0% | 141,186 | -4.5% | 2.03% | -2.4% |
Q1 2023 | $6,057,650 | -3.2% | 147,820 | -2.9% | 2.08% | -13.0% |
Q4 2022 | $6,259,964 | +9.0% | 152,162 | +3.0% | 2.40% | -9.5% |
Q3 2022 | $5,745,000 | +916.8% | 147,714 | +1.9% | 2.64% | +1574.1% |
Q2 2022 | $565,000 | -91.0% | 145,021 | +0.2% | 0.16% | -94.7% |
Q1 2022 | $6,311,000 | +1.5% | 144,680 | +3.2% | 3.01% | +17.9% |
Q4 2021 | $6,219,000 | – | 140,184 | – | 2.55% | – |
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% |