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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $238,760 | -6.5% | 5,678 | -8.8% | 0.05% | +6.2% |
Q1 2023 | $255,223 | -7.1% | 6,228 | -6.8% | 0.05% | -14.3% |
Q4 2022 | $274,815 | +6.9% | 6,680 | -2.4% | 0.06% | +3.7% |
Q3 2022 | $257,000 | -46.8% | 6,841 | -44.8% | 0.05% | -47.6% |
Q2 2022 | $483,000 | -25.7% | 12,393 | -15.4% | 0.10% | -12.7% |
Q1 2022 | $650,000 | -46.1% | 14,650 | -46.2% | 0.12% | -50.8% |
Q4 2021 | $1,207,000 | – | 27,228 | – | 0.24% | – |
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% |