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 | $1,193 | -2.5% | 29,128 | +0.1% | 0.28% | -0.7% |
| Q2 2023 | $1,223 | +2.9% | 29,096 | +0.4% | 0.28% | -2.1% |
| Q1 2023 | $1,188 | -0.3% | 28,989 | +0.0% | 0.29% | -7.3% |
| Q4 2022 | $1,192 | -99.9% | 28,986 | +0.7% | 0.31% | -4.0% |
| Q3 2022 | $1,085,000 | -3.6% | 28,797 | -0.2% | 0.33% | -1.5% |
| Q2 2022 | $1,125,000 | -14.4% | 28,868 | -2.5% | 0.33% | -13.4% |
| Q1 2022 | $1,315,000 | -2.2% | 29,597 | -2.3% | 0.38% | -12.4% |
| Q4 2021 | $1,345,000 | +5.4% | 30,309 | -1.6% | 0.44% | -43.8% |
| Q3 2021 | $1,276,000 | -1.9% | 30,793 | -0.7% | 0.78% | -13.1% |
| Q2 2021 | $1,301,000 | +2.0% | 31,010 | -1.8% | 0.89% | -7.9% |
| Q1 2021 | $1,276,000 | +15.4% | 31,563 | -0.6% | 0.97% | +13.1% |
| Q4 2020 | $1,106,000 | +19.1% | 31,769 | -1.1% | 0.86% | +11.9% |
| Q3 2020 | $929,000 | -0.6% | 32,127 | -2.6% | 0.77% | -1.7% |
| Q2 2020 | $935,000 | – | 33,001 | – | 0.78% | – |
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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 Wealth, 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% |