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 | $2,692,293 | -1.4% | 65,730 | +1.2% | 1.26% | +1.9% |
| Q2 2023 | $2,731,663 | +2.0% | 64,962 | -0.6% | 1.24% | -4.1% |
| Q1 2023 | $2,678,035 | -0.5% | 65,350 | -0.1% | 1.30% | -6.2% |
| Q4 2022 | $2,692,510 | +8.5% | 65,447 | -0.6% | 1.38% | -0.3% |
| Q3 2022 | $2,481,000 | -0.8% | 65,853 | +2.6% | 1.38% | +3.9% |
| Q2 2022 | $2,502,000 | -11.4% | 64,198 | +1.0% | 1.33% | +2.9% |
| Q1 2022 | $2,825,000 | +0.0% | 63,593 | -0.1% | 1.30% | +5.2% |
| Q4 2021 | $2,824,000 | +7.1% | 63,653 | +0.0% | 1.23% | -3.6% |
| Q3 2021 | $2,637,000 | -1.0% | 63,622 | +0.2% | 1.28% | -0.7% |
| Q2 2021 | $2,664,000 | +3.6% | 63,511 | -0.2% | 1.29% | -3.0% |
| Q1 2021 | $2,571,000 | +14.3% | 63,613 | -1.6% | 1.33% | +12.5% |
| Q4 2020 | $2,249,000 | +15.6% | 64,620 | -3.9% | 1.18% | +5.1% |
| Q3 2020 | $1,945,000 | -1.9% | 67,270 | -3.9% | 1.12% | -12.8% |
| Q2 2020 | $1,983,000 | +15.6% | 69,981 | -1.4% | 1.29% | -5.2% |
| Q1 2020 | $1,715,000 | -34.8% | 70,988 | +2.6% | 1.36% | -8.3% |
| Q4 2019 | $2,631,000 | +6.7% | 69,168 | +1.8% | 1.48% | -9.2% |
| Q3 2019 | $2,466,000 | +3.7% | 67,918 | +3.4% | 1.63% | +0.6% |
| Q2 2019 | $2,377,000 | +6.8% | 65,665 | +5.6% | 1.62% | +1.1% |
| Q1 2019 | $2,225,000 | +13.9% | 62,176 | +0.7% | 1.60% | -2.1% |
| Q4 2018 | $1,953,000 | – | 61,754 | – | 1.64% | – |
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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% |