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 | $469,975 | -3.6% | 11,474 | -1.1% | 0.33% | +1.9% |
| Q2 2023 | $487,738 | -12.1% | 11,599 | -14.3% | 0.32% | -16.7% |
| Q1 2023 | $554,869 | -1.8% | 13,540 | -1.4% | 0.39% | -6.0% |
| Q4 2022 | $564,852 | +9.2% | 13,730 | 0.0% | 0.41% | 0.0% |
| Q3 2022 | $517,209 | -4.7% | 13,730 | -1.4% | 0.41% | -0.7% |
| Q2 2022 | $543,000 | -19.9% | 13,930 | -8.8% | 0.42% | -6.5% |
| Q1 2022 | $678,000 | -3.7% | 15,272 | -3.8% | 0.45% | +5.4% |
| Q4 2021 | $704,000 | -0.1% | 15,870 | -6.7% | 0.42% | -7.2% |
| Q3 2021 | $705,000 | -4.7% | 17,015 | -3.6% | 0.46% | -2.4% |
| Q2 2021 | $740,000 | +3.5% | 17,650 | -0.3% | 0.47% | -8.1% |
| Q1 2021 | $715,000 | +15.3% | 17,700 | -0.6% | 0.51% | +13.4% |
| Q4 2020 | $620,000 | +37.5% | 17,800 | +11.8% | 0.45% | +17.3% |
| Q2 2020 | $451,000 | -22.2% | 15,920 | -0.3% | 0.38% | -43.0% |
| Q3 2019 | $580,000 | -52.4% | 15,975 | -52.5% | 0.67% | -52.3% |
| Q2 2019 | $1,218,000 | -6.5% | 33,624 | -7.5% | 1.41% | -9.2% |
| Q1 2019 | $1,302,000 | -0.2% | 36,369 | -0.2% | 1.55% | -2.8% |
| Q4 2018 | $1,304,000 | -4.3% | 36,460 | -1.3% | 1.59% | -0.9% |
| Q3 2018 | $1,362,000 | +0.7% | 36,943 | 0.0% | 1.61% | -4.4% |
| Q2 2018 | $1,353,000 | +54.3% | 36,943 | +48.6% | 1.68% | +52.0% |
| Q4 2017 | $877,000 | -7.2% | 24,855 | +157.2% | 1.11% | -11.8% |
| Q2 2017 | $945,000 | -2.3% | 9,665 | -2.5% | 1.26% | -3.6% |
| Q1 2017 | $967,000 | -23.7% | 9,915 | -25.1% | 1.30% | -26.8% |
| Q4 2016 | $1,268,000 | +5.4% | 13,246 | 0.0% | 1.78% | +5.1% |
| Q3 2016 | $1,203,000 | -3.5% | 13,246 | -5.0% | 1.69% | -0.9% |
| Q2 2016 | $1,247,000 | +3.7% | 13,941 | -0.1% | 1.71% | +3.1% |
| Q1 2016 | $1,202,000 | +7.1% | 13,955 | +0.1% | 1.66% | +7.6% |
| Q4 2015 | $1,122,000 | +2.7% | 13,945 | -0.9% | 1.54% | -5.2% |
| Q3 2015 | $1,092,000 | -3.4% | 14,072 | +2.9% | 1.62% | +1.2% |
| Q2 2015 | $1,130,000 | -4.2% | 13,672 | -0.3% | 1.61% | -2.4% |
| Q1 2015 | $1,180,000 | +8.6% | 13,710 | +5.7% | 1.65% | +5.2% |
| Q4 2014 | $1,087,000 | +4.4% | 12,975 | -2.4% | 1.56% | +1.2% |
| Q3 2014 | $1,041,000 | -1.0% | 13,295 | +3.3% | 1.55% | +1.6% |
| Q2 2014 | $1,051,000 | – | 12,872 | – | 1.52% | – |
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% |