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 | $41,779 | -2.6% | 1,020 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $42,891 | +2.6% | 1,020 | 0.0% | 0.02% | -19.0% |
| Q1 2023 | $41,800 | -0.4% | 1,020 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $41,963 | -75.5% | 1,020 | -77.5% | 0.02% | -78.2% |
| Q3 2022 | $171,000 | -7.6% | 4,531 | -4.7% | 0.09% | -7.4% |
| Q2 2022 | $185,000 | -21.9% | 4,753 | -10.9% | 0.09% | -10.5% |
| Q1 2022 | $237,000 | -71.0% | 5,333 | -71.1% | 0.10% | -68.1% |
| Q4 2021 | $817,000 | +6.9% | 18,424 | +0.0% | 0.33% | -7.8% |
| Q3 2021 | $764,000 | -5.2% | 18,419 | -4.2% | 0.36% | -2.7% |
| Q2 2021 | $806,000 | +250.4% | 19,226 | +260.5% | 0.37% | +224.8% |
| Q1 2021 | $230,000 | +21.7% | 5,333 | -1.8% | 0.11% | +5.6% |
| Q4 2020 | $189,000 | -67.8% | 5,433 | -72.8% | 0.11% | -69.5% |
| Q3 2020 | $587,000 | – | 19,990 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |