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 | $323,748 | -25.2% | 7,904 | -23.3% | 0.00% | – |
| Q2 2023 | $433,073 | -33.4% | 10,299 | -35.1% | 0.00% | – |
| Q1 2023 | $650,271 | -76.2% | 15,868 | -76.1% | 0.00% | -100.0% |
| Q4 2022 | $2,727,171 | +289.6% | 66,290 | +256.6% | 0.00% | – |
| Q3 2022 | $700,000 | +51.5% | 18,592 | +56.7% | 0.00% | – |
| Q2 2022 | $462,000 | -59.7% | 11,865 | -54.0% | 0.00% | – |
| Q1 2022 | $1,146,000 | +150.8% | 25,796 | +150.5% | 0.00% | – |
| Q4 2021 | $457,000 | -34.3% | 10,299 | -38.7% | 0.00% | – |
| Q3 2021 | $696,000 | -75.2% | 16,799 | -74.9% | 0.00% | -100.0% |
| Q2 2021 | $2,802,000 | +205.2% | 66,799 | +153.2% | 0.00% | – |
| Q4 2020 | $918,000 | -58.4% | 26,382 | -65.5% | 0.00% | -100.0% |
| Q3 2020 | $2,209,000 | -62.1% | 76,382 | -50.1% | 0.00% | 0.0% |
| Q4 2019 | $5,821,000 | -39.3% | 153,029 | -42.1% | 0.00% | -66.7% |
| Q3 2019 | $9,597,000 | +18.5% | 264,314 | +18.1% | 0.00% | +50.0% |
| Q2 2019 | $8,099,000 | +14.8% | 223,717 | +13.5% | 0.00% | 0.0% |
| Q1 2019 | $7,056,000 | +12.6% | 197,137 | -0.5% | 0.00% | 0.0% |
| Q4 2018 | $6,264,000 | -42.9% | 198,044 | -33.4% | 0.00% | -33.3% |
| Q3 2018 | $10,962,000 | +55.2% | 297,230 | +50.7% | 0.00% | +50.0% |
| Q2 2018 | $7,061,000 | +4.9% | 197,236 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,728,000 | -3.3% | 197,177 | -0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,959,000 | -13.3% | 197,262 | +145.7% | 0.00% | 0.0% |
| Q3 2017 | $8,024,000 | -0.4% | 80,276 | -2.6% | 0.00% | 0.0% |
| Q2 2017 | $8,059,000 | +0.4% | 82,448 | +0.2% | 0.00% | 0.0% |
| Q1 2017 | $8,027,000 | -22.9% | 82,305 | -25.4% | 0.00% | -33.3% |
| Q4 2016 | $10,407,000 | +31.6% | 110,263 | +26.7% | 0.00% | +50.0% |
| Q3 2016 | $7,907,000 | +8.6% | 87,009 | +7.0% | 0.00% | 0.0% |
| Q2 2016 | $7,281,000 | +137.0% | 81,347 | +128.0% | 0.00% | +100.0% |
| Q1 2016 | $3,072,000 | +5.7% | 35,680 | -1.2% | 0.00% | 0.0% |
| Q4 2015 | $2,906,000 | -49.4% | 36,101 | -51.2% | 0.00% | -50.0% |
| Q3 2015 | $5,741,000 | +36.1% | 73,923 | +44.8% | 0.00% | +100.0% |
| Q2 2015 | $4,219,000 | +80.6% | 51,045 | +88.1% | 0.00% | 0.0% |
| Q1 2015 | $2,336,000 | +683.9% | 27,142 | +663.7% | 0.00% | – |
| Q4 2014 | $298,000 | +41.2% | 3,554 | +31.9% | 0.00% | – |
| Q3 2014 | $211,000 | – | 2,694 | – | 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% |