WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,101 | -1.9% | 1,418 | +0.6% | 0.04% | +2.4% |
| Q2 2023 | $59,251 | +3.3% | 1,409 | +0.7% | 0.04% | -4.7% |
| Q1 2023 | $57,344 | +0.1% | 1,399 | +0.5% | 0.04% | -8.5% |
| Q4 2022 | $57,263 | +10.1% | 1,392 | +0.9% | 0.05% | -2.1% |
| Q3 2022 | $52,000 | -1.9% | 1,379 | +0.8% | 0.05% | -9.4% |
| Q2 2022 | $53,000 | -11.7% | 1,368 | +0.7% | 0.05% | +10.4% |
| Q1 2022 | $60,000 | -1.6% | 1,358 | -1.6% | 0.05% | +4.3% |
| Q4 2021 | $61,000 | +7.0% | 1,380 | +0.8% | 0.05% | +2.2% |
| Q3 2021 | $57,000 | 0.0% | 1,369 | +0.6% | 0.04% | +2.3% |
| Q2 2021 | $57,000 | +3.6% | 1,361 | +0.6% | 0.04% | -4.3% |
| Q1 2021 | $55,000 | +17.0% | 1,353 | +0.2% | 0.05% | +4.5% |
| Q4 2020 | $47,000 | +20.5% | 1,350 | +1.0% | 0.04% | +4.8% |
| Q3 2020 | $39,000 | +2.6% | 1,336 | +0.6% | 0.04% | -4.5% |
| Q2 2020 | $38,000 | +81.0% | 1,328 | +52.6% | 0.04% | +51.7% |
| Q1 2020 | $21,000 | -36.4% | 870 | +0.7% | 0.03% | -14.7% |
| Q4 2019 | $33,000 | – | 864 | – | 0.03% | – |
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% |