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 | $45,104,439 | -4.7% | 1,101,183 | -2.2% | 8.40% | -3.8% |
| Q2 2023 | $47,325,147 | +8.7% | 1,125,449 | +6.0% | 8.73% | +3.5% |
| Q1 2023 | $43,518,055 | +0.9% | 1,061,934 | +1.3% | 8.44% | -7.8% |
| Q4 2022 | $43,142,110 | +10.3% | 1,048,666 | +1.0% | 9.15% | -3.4% |
| Q3 2022 | $39,097,000 | -1.3% | 1,037,876 | +2.2% | 9.47% | -2.0% |
| Q2 2022 | $39,605,000 | -12.5% | 1,016,024 | -0.3% | 9.66% | -4.5% |
| Q1 2022 | $45,261,000 | +5.4% | 1,018,940 | +5.3% | 10.11% | -4.3% |
| Q4 2021 | $42,932,000 | +11.3% | 967,817 | +4.0% | 10.57% | +0.8% |
| Q3 2021 | $38,560,000 | +13.8% | 930,278 | +15.2% | 10.49% | +5.6% |
| Q2 2021 | $33,872,000 | -0.2% | 807,438 | -3.8% | 9.93% | -4.5% |
| Q1 2021 | $33,940,000 | +6.7% | 839,686 | -8.1% | 10.40% | -2.9% |
| Q4 2020 | $31,814,000 | +18.3% | 913,942 | -1.7% | 10.71% | +2.4% |
| Q3 2020 | $26,895,000 | +4.4% | 929,982 | +2.3% | 10.46% | -3.2% |
| Q2 2020 | $25,762,000 | +34.5% | 909,035 | +14.6% | 10.81% | +8.5% |
| Q1 2020 | $19,161,000 | -29.8% | 793,101 | +10.5% | 9.96% | -8.3% |
| Q4 2019 | $27,308,000 | +7.0% | 717,885 | +2.1% | 10.86% | +0.5% |
| Q3 2019 | $25,527,000 | +8.9% | 703,027 | +8.5% | 10.81% | +6.5% |
| Q2 2019 | $23,451,000 | +21.9% | 647,807 | +20.5% | 10.15% | +18.6% |
| Q1 2019 | $19,236,000 | +45.6% | 537,477 | +28.6% | 8.56% | +31.0% |
| Q4 2018 | $13,215,000 | +49.6% | 417,788 | +74.4% | 6.54% | +91.4% |
| Q3 2018 | $8,836,000 | +149.5% | 239,595 | +142.2% | 3.42% | +158.1% |
| Q2 2018 | $3,542,000 | +91.9% | 98,936 | +82.8% | 1.32% | +104.5% |
| Q1 2018 | $1,846,000 | – | 54,110 | – | 0.65% | – |
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% |