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 | $987,822 | +11.3% | 24,117 | +14.2% | 0.35% | +6.4% |
| Q2 2023 | $887,924 | -1.6% | 21,116 | -4.1% | 0.33% | -6.3% |
| Q1 2023 | $902,560 | -3.7% | 22,024 | -3.3% | 0.35% | -11.0% |
| Q4 2022 | $937,042 | -6.2% | 22,777 | -14.1% | 0.39% | -19.7% |
| Q3 2022 | $999,000 | -11.9% | 26,519 | -8.3% | 0.49% | -10.8% |
| Q2 2022 | $1,134,000 | +9.8% | 28,923 | +24.4% | 0.55% | +21.1% |
| Q1 2022 | $1,033,000 | +151.3% | 23,253 | +150.9% | 0.45% | +142.5% |
| Q4 2021 | $411,000 | +7.0% | 9,266 | +0.0% | 0.19% | -1.6% |
| Q3 2021 | $384,000 | -1.3% | 9,264 | +0.0% | 0.19% | -4.5% |
| Q2 2021 | $389,000 | +2.9% | 9,263 | -0.9% | 0.20% | -15.7% |
| Q1 2021 | $378,000 | +16.3% | 9,347 | +0.0% | 0.24% | +53.6% |
| Q4 2020 | $325,000 | – | 9,346 | – | 0.15% | – |
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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 Wealth, 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% |