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 | $247,692 | -3.4% | 6,047 | -0.8% | 0.04% | -9.1% |
| Q2 2023 | $256,361 | -3.4% | 6,097 | -5.8% | 0.04% | -12.0% |
| Q1 2023 | $265,284 | -4.4% | 6,474 | -4.0% | 0.05% | -20.6% |
| Q4 2022 | $277,402 | +11.4% | 6,743 | +2.0% | 0.06% | +3.3% |
| Q3 2022 | $249,000 | -2.7% | 6,609 | +0.5% | 0.06% | -4.7% |
| Q2 2022 | $256,000 | -18.5% | 6,576 | -6.9% | 0.06% | -4.5% |
| Q1 2022 | $314,000 | +13.4% | 7,060 | +13.1% | 0.07% | -16.2% |
| Q4 2021 | $277,000 | +12.6% | 6,241 | +5.1% | 0.08% | +11.1% |
| Q3 2021 | $246,000 | +10.3% | 5,939 | +7.7% | 0.07% | +24.1% |
| Q1 2021 | $223,000 | – | 5,516 | – | 0.06% | – |
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% |