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 | $1,164,698 | -11.4% | 28,435 | -9.1% | 0.27% | -9.5% |
| Q2 2023 | $1,315,282 | -1.9% | 31,279 | -4.4% | 0.29% | -6.7% |
| Q1 2023 | $1,341,152 | +10.2% | 32,727 | +9.9% | 0.32% | -26.1% |
| Q4 2022 | $1,217,541 | -24.4% | 29,776 | -30.3% | 0.43% | -32.7% |
| Q3 2022 | $1,610,000 | -7.3% | 42,745 | +2.4% | 0.63% | +7.5% |
| Q2 2022 | $1,737,000 | -3.2% | 41,725 | +3.3% | 0.59% | +9.5% |
| Q1 2022 | $1,794,000 | +10.7% | 40,379 | +10.5% | 0.54% | +12.6% |
| Q4 2021 | $1,621,000 | +57.7% | 36,542 | +57.4% | 0.48% | +55.7% |
| Q3 2021 | $1,028,000 | +120.1% | 23,221 | +106.8% | 0.31% | +110.3% |
| Q2 2021 | $467,000 | +98.7% | 11,230 | +101.3% | 0.15% | +97.3% |
| Q1 2021 | $235,000 | – | 5,580 | – | 0.07% | – |
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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% |