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 | $504,422 | +21.7% | 12,315 | +24.9% | 0.01% | +16.7% |
| Q2 2023 | $414,529 | +11.3% | 9,858 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $372,385 | +12.9% | 9,087 | +13.3% | 0.01% | +20.0% |
| Q4 2022 | $329,943 | +18.3% | 8,020 | +8.3% | 0.01% | 0.0% |
| Q3 2022 | $279,000 | +9.4% | 7,408 | +13.1% | 0.01% | 0.0% |
| Q2 2022 | $255,000 | +131.8% | 6,550 | +165.6% | 0.01% | +150.0% |
| Q1 2022 | $110,000 | +0.9% | 2,466 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +6.9% | 2,466 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $102,000 | – | 2,466 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |