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 | $15,362,376 | +1.6% | 375,058 | +4.3% | 0.15% | 0.0% |
| Q2 2023 | $15,121,390 | +4.3% | 359,605 | +1.6% | 0.15% | -3.8% |
| Q1 2023 | $14,504,141 | -29.6% | 353,932 | -29.4% | 0.16% | -14.2% |
| Q4 2022 | $20,612,086 | -99.9% | 501,023 | -61.7% | 0.18% | -30.7% |
| Q3 2022 | $24,677,653,000 | +130125.1% | 1,308,888 | +169.2% | 0.26% | +35.4% |
| Q2 2022 | $18,950,000 | -15.8% | 486,139 | -4.1% | 0.20% | -17.0% |
| Q1 2022 | $22,517,000 | +19.5% | 506,921 | +19.4% | 0.24% | +23.0% |
| Q4 2021 | $18,836,000 | -4.4% | 424,623 | -10.7% | 0.19% | -3.0% |
| Q3 2021 | $19,701,000 | +9.8% | 475,302 | +11.1% | 0.20% | -3.4% |
| Q2 2021 | $17,941,000 | +7.0% | 427,666 | +3.1% | 0.20% | -4.2% |
| Q1 2021 | $16,772,000 | +20.4% | 414,950 | +3.3% | 0.21% | +32.3% |
| Q4 2020 | $13,927,000 | -99.9% | 401,585 | -13.7% | 0.16% | -35.6% |
| Q3 2020 | $13,407,000,000 | – | 465,357 | – | 0.25% | – |
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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% |