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 | $2,384,658 | -2.1% | 58,219 | +0.5% | 1.34% | -1.2% |
| Q2 2023 | $2,436,987 | +2.8% | 57,955 | +0.2% | 1.36% | -5.8% |
| Q1 2023 | $2,371,187 | +2.0% | 57,862 | +2.4% | 1.44% | -0.8% |
| Q4 2022 | $2,323,935 | +7.0% | 56,488 | -2.0% | 1.45% | -1.4% |
| Q3 2022 | $2,170,906 | -0.2% | 57,630 | +3.2% | 1.47% | +3.5% |
| Q2 2022 | $2,176,024 | -6.8% | 55,824 | +6.2% | 1.42% | +6.4% |
| Q1 2022 | $2,335,035 | -13.8% | 52,567 | -13.9% | 1.33% | -8.4% |
| Q4 2021 | $2,707,944 | – | 61,045 | – | 1.46% | – |
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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% |