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 | $567,378 | +15.5% | 13,852 | +18.6% | 0.00% | – |
| Q2 2023 | $491,260 | -34.6% | 11,683 | -36.2% | 0.00% | – |
| Q1 2023 | $750,780 | +115.9% | 18,320 | +116.7% | 0.00% | – |
| Q4 2022 | $347,770 | +38.6% | 8,453 | +26.8% | 0.00% | – |
| Q3 2022 | $251,000 | -12.2% | 6,668 | -9.1% | 0.00% | – |
| Q2 2022 | $286,000 | -15.9% | 7,334 | -4.2% | 0.00% | – |
| Q1 2022 | $340,000 | -3.7% | 7,653 | -4.1% | 0.00% | – |
| Q4 2021 | $353,000 | +42.3% | 7,977 | +33.1% | 0.00% | – |
| Q3 2021 | $248,000 | -23.7% | 5,991 | -22.6% | 0.00% | – |
| Q2 2021 | $325,000 | +57.8% | 7,740 | +51.6% | 0.00% | – |
| Q1 2021 | $206,000 | +41.1% | 5,107 | +21.4% | 0.00% | – |
| Q4 2020 | $146,000 | +69.8% | 4,206 | +41.9% | 0.00% | – |
| Q3 2020 | $86,000 | +50.9% | 2,964 | +46.0% | 0.00% | – |
| Q2 2020 | $57,000 | -52.5% | 2,030 | -59.2% | 0.00% | – |
| Q1 2020 | $120,000 | -22.1% | 4,973 | +23.3% | 0.00% | – |
| Q4 2019 | $154,000 | +52.5% | 4,034 | +45.8% | 0.00% | – |
| Q3 2019 | $101,000 | +98.0% | 2,766 | +96.2% | 0.00% | – |
| Q2 2019 | $51,000 | -43.3% | 1,410 | -44.0% | 0.00% | – |
| Q1 2019 | $90,000 | +4400.0% | 2,516 | +3346.6% | 0.00% | – |
| Q4 2018 | $2,000 | -99.8% | 73 | -99.8% | 0.00% | – |
| Q3 2018 | $1,128,000 | +3.1% | 30,565 | +0.1% | 0.00% | – |
| Q2 2018 | $1,094,000 | -31.3% | 30,549 | -34.5% | 0.00% | – |
| Q1 2018 | $1,592,000 | – | 46,659 | – | 0.00% | – |
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% |