WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,950 | -2.5% | 17,308 | +0.1% | 0.21% | +1.0% |
| Q2 2023 | $727,096 | +2.8% | 17,291 | +0.1% | 0.21% | -3.7% |
| Q1 2023 | $707,558 | -0.3% | 17,266 | +0.1% | 0.21% | -4.0% |
| Q4 2022 | $709,529 | +8.3% | 17,247 | -0.8% | 0.22% | -5.5% |
| Q3 2022 | $655,000 | -3.1% | 17,388 | +0.3% | 0.24% | +0.9% |
| Q2 2022 | $676,000 | -6.2% | 17,331 | +6.8% | 0.23% | +3.1% |
| Q1 2022 | $721,000 | +0.1% | 16,228 | +0.0% | 0.23% | +2.7% |
| Q4 2021 | $720,000 | +1.4% | 16,221 | -5.3% | 0.22% | -9.8% |
| Q3 2021 | $710,000 | +17.4% | 17,127 | +14.5% | 0.24% | +3.8% |
| Q1 2021 | $605,000 | +56.3% | 14,963 | +34.8% | 0.24% | +37.2% |
| Q4 2020 | $387,000 | +49.4% | 11,104 | +24.0% | 0.17% | +24.6% |
| Q3 2020 | $259,000 | -38.2% | 8,955 | -39.4% | 0.14% | -44.6% |
| Q2 2020 | $419,000 | +7.7% | 14,776 | -8.3% | 0.25% | -17.0% |
| Q1 2020 | $389,000 | – | 16,113 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |