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 | $908,883 | -2.5% | 22,190 | +0.1% | 0.06% | 0.0% |
| Q2 2023 | $932,247 | +2.7% | 22,170 | +0.1% | 0.06% | -3.4% |
| Q1 2023 | $907,694 | +106.4% | 22,150 | +107.2% | 0.06% | +103.4% |
| Q4 2022 | $439,796 | +9.4% | 10,690 | +0.3% | 0.03% | +3.6% |
| Q3 2022 | $402,000 | +40.6% | 10,663 | +45.6% | 0.03% | +47.4% |
| Q2 2022 | $286,000 | -12.0% | 7,325 | +0.2% | 0.02% | +11.8% |
| Q1 2022 | $325,000 | +0.3% | 7,311 | +0.1% | 0.02% | +6.2% |
| Q4 2021 | $324,000 | +7.3% | 7,306 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 7,292 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $305,000 | +3.7% | 7,281 | +0.2% | 0.02% | -5.9% |
| Q1 2021 | $294,000 | +21.0% | 7,270 | +4.0% | 0.02% | +13.3% |
| Q4 2020 | $243,000 | – | 6,992 | – | 0.02% | – |
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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% |