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 | $1,192,960 | -3.7% | 29,125 | -1.1% | 0.71% | +3.5% |
| Q2 2023 | $1,238,793 | -0.4% | 29,460 | -3.0% | 0.69% | -6.9% |
| Q1 2023 | $1,244,153 | -1.1% | 30,360 | -0.7% | 0.74% | -7.9% |
| Q4 2022 | $1,258,267 | +9.2% | 30,585 | 0.0% | 0.80% | +0.9% |
| Q3 2022 | $1,152,000 | -3.3% | 30,585 | +0.1% | 0.80% | +3.2% |
| Q2 2022 | $1,191,000 | -12.2% | 30,550 | 0.0% | 0.77% | +7.7% |
| Q1 2022 | $1,357,000 | -0.1% | 30,550 | -0.2% | 0.72% | +2.4% |
| Q4 2021 | $1,359,000 | +5.9% | 30,626 | -1.0% | 0.70% | -6.1% |
| Q3 2021 | $1,283,000 | -2.2% | 30,950 | -1.0% | 0.74% | -4.0% |
| Q2 2021 | $1,312,000 | +4.7% | 31,270 | +0.9% | 0.77% | -1.9% |
| Q1 2021 | $1,253,000 | +16.1% | 31,000 | -0.0% | 0.79% | +17.2% |
| Q4 2020 | $1,079,000 | +14.8% | 31,007 | -4.6% | 0.67% | -0.6% |
| Q3 2020 | $940,000 | +1.5% | 32,507 | -0.5% | 0.68% | -5.6% |
| Q2 2020 | $926,000 | +12.4% | 32,675 | -4.2% | 0.72% | -14.3% |
| Q1 2020 | $824,000 | -35.3% | 34,095 | +1.8% | 0.84% | -4.5% |
| Q4 2019 | $1,274,000 | +13.0% | 33,495 | +7.9% | 0.88% | +2.0% |
| Q3 2019 | $1,127,000 | +13.4% | 31,049 | +13.1% | 0.86% | +16.4% |
| Q2 2019 | $994,000 | +1.2% | 27,445 | 0.0% | 0.74% | -8.1% |
| Q1 2019 | $982,000 | +29.0% | 27,445 | +14.0% | 0.80% | +12.8% |
| Q4 2018 | $761,000 | -0.4% | 24,075 | +12.8% | 0.71% | +47.1% |
| Q2 2018 | $764,000 | -1.9% | 21,350 | -3.3% | 0.48% | +0.4% |
| Q1 2018 | $779,000 | 0.0% | 22,074 | 0.0% | 0.48% | 0.0% |
| Q4 2017 | $779,000 | +5.7% | 22,074 | +199.4% | 0.48% | +2.1% |
| Q3 2017 | $737,000 | +1.9% | 7,373 | -0.3% | 0.47% | -30.8% |
| Q2 2017 | $723,000 | +26.4% | 7,393 | +26.0% | 0.68% | +19.0% |
| Q1 2017 | $572,000 | +18.2% | 5,868 | +14.4% | 0.57% | +10.4% |
| Q4 2016 | $484,000 | – | 5,130 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |