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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $2,565,000,000 | -29.9% | 29,784 | -34.4% | 0.01% | -33.3% |
| Q4 2015 | $3,658,000,000 | +110413.6% | 45,437 | +6.6% | 0.02% | +7.1% |
| Q3 2015 | $3,310,000 | -99.9% | 42,621 | +16.0% | 0.01% | +16.7% |
| Q2 2015 | $3,036,053,000 | +1.6% | 36,733 | +5.9% | 0.01% | 0.0% |
| Q1 2015 | $2,986,964,000 | +3.5% | 34,700 | +0.7% | 0.01% | 0.0% |
| Q4 2014 | $2,884,814,000 | +17.8% | 34,450 | +10.2% | 0.01% | +9.1% |
| Q3 2014 | $2,448,003,000 | +14.3% | 31,275 | +19.2% | 0.01% | +22.2% |
| Q2 2014 | $2,142,027,000 | +45.0% | 26,231 | +36.8% | 0.01% | +28.6% |
| Q1 2014 | $1,477,676,000 | +5.5% | 19,176 | +2.1% | 0.01% | 0.0% |
| Q4 2013 | $1,400,760,000 | -0.5% | 18,774 | -7.2% | 0.01% | -12.5% |
| Q3 2013 | $1,407,134,000 | -0.4% | 20,241 | -6.0% | 0.01% | 0.0% |
| Q2 2013 | $1,412,382,000 | – | 21,543 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |