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 | $3,213,073 | -19.3% | 78,444 | -17.2% | 2.03% | -16.9% |
| Q2 2023 | $3,982,147 | -1.5% | 94,700 | -4.0% | 2.44% | -4.4% |
| Q1 2023 | $4,043,570 | +0.5% | 98,672 | +0.9% | 2.55% | -2.2% |
| Q4 2022 | $4,025,128 | +86.5% | 97,840 | +70.8% | 2.61% | +69.4% |
| Q3 2022 | $2,158,000 | +47.1% | 57,298 | +52.2% | 1.54% | +54.0% |
| Q2 2022 | $1,467,000 | +319.1% | 37,647 | +377.1% | 1.00% | +373.9% |
| Q1 2022 | $350,000 | 0.0% | 7,890 | +0.0% | 0.21% | +1.9% |
| Q4 2021 | $350,000 | +6.7% | 7,887 | -0.4% | 0.21% | -1.9% |
| Q3 2021 | $328,000 | -2.4% | 7,921 | -1.2% | 0.21% | -1.9% |
| Q2 2021 | $336,000 | +3.7% | 8,020 | +0.1% | 0.22% | -3.2% |
| Q1 2021 | $324,000 | -29.4% | 8,015 | -39.3% | 0.22% | -34.3% |
| Q4 2020 | $459,000 | – | 13,195 | – | 0.34% | – |
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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% |