WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,546,657 | +15.7% | 526,041 | +18.7% | 0.70% | +19.3% |
| Q2 2023 | $18,628,585 | -9.0% | 443,010 | -11.4% | 0.59% | -14.2% |
| Q1 2023 | $20,481,604 | -9.9% | 499,795 | -9.5% | 0.69% | -17.3% |
| Q4 2022 | $22,725,655 | -60.3% | 552,398 | -62.4% | 0.83% | -28.6% |
| Q2 2022 | $57,296,000 | +68.5% | 1,469,858 | +92.0% | 1.16% | -0.6% |
| Q1 2022 | $34,007,000 | +24.9% | 765,579 | +24.7% | 1.17% | +37.1% |
| Q4 2021 | $27,229,000 | +9.4% | 613,821 | +2.2% | 0.86% | -29.1% |
| Q3 2021 | $24,893,000 | +0.0% | 600,547 | +1.2% | 1.21% | +20.4% |
| Q2 2021 | $24,886,000 | – | 593,243 | – | 1.00% | – |
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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 Wealth, 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% |