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 | $1,711,285 | -1.9% | 41,779 | +0.7% | 1.46% | -7.2% |
| Q2 2023 | $1,745,173 | -0.1% | 41,502 | -2.6% | 1.57% | -18.0% |
| Q1 2023 | $1,746,964 | -0.4% | 42,630 | +0.0% | 1.91% | -11.9% |
| Q4 2022 | $1,753,690 | +10.2% | 42,627 | +0.9% | 2.17% | +2.9% |
| Q3 2022 | $1,591,000 | -4.0% | 42,226 | +0.7% | 2.11% | -1.4% |
| Q2 2022 | $1,657,000 | -10.3% | 41,914 | +0.7% | 2.14% | -11.3% |
| Q1 2022 | $1,848,000 | +0.4% | 41,612 | +0.3% | 2.41% | +21.5% |
| Q4 2021 | $1,840,000 | – | 41,478 | – | 1.98% | – |
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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% |