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 | $20,054,653 | -1.6% | 489,615 | +1.1% | 5.59% | +3.9% |
| Q2 2023 | $20,370,812 | +4.0% | 484,442 | +1.3% | 5.38% | -1.0% |
| Q1 2023 | $19,592,904 | +2.1% | 478,109 | +2.5% | 5.44% | -3.9% |
| Q4 2022 | $19,194,105 | +17.2% | 466,556 | +7.3% | 5.66% | +3.9% |
| Q3 2022 | $16,381,000 | +3.9% | 434,847 | +7.6% | 5.44% | +5.5% |
| Q2 2022 | $15,760,000 | -4.4% | 404,306 | +9.0% | 5.16% | -0.5% |
| Q1 2022 | $16,481,000 | +3.3% | 371,030 | +3.2% | 5.18% | +1.4% |
| Q4 2021 | $15,952,000 | +12.4% | 359,602 | +5.0% | 5.11% | +1.3% |
| Q3 2021 | $14,192,000 | +0.9% | 342,375 | +2.1% | 5.05% | -0.0% |
| Q2 2021 | $14,072,000 | +1.8% | 335,443 | -1.9% | 5.05% | -4.1% |
| Q1 2021 | $13,817,000 | +15.8% | 341,819 | -0.3% | 5.27% | +8.1% |
| Q4 2020 | $11,936,000 | +24.6% | 342,884 | +3.5% | 4.88% | +10.3% |
| Q3 2020 | $9,580,000 | +11.4% | 331,248 | +9.1% | 4.42% | +6.0% |
| Q2 2020 | $8,602,000 | +51.4% | 303,526 | +29.1% | 4.17% | +10.0% |
| Q1 2020 | $5,680,000 | -44.7% | 235,097 | -13.0% | 3.79% | -43.5% |
| Q4 2019 | $10,279,000 | – | 270,208 | – | 6.71% | – |
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% |