WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,982 | +15.0% | 5,981 | +9.4% | 0.00% | – |
| Q2 2022 | $213,000 | -12.3% | 5,469 | 0.0% | 0.00% | – |
| Q1 2022 | $243,000 | -59.3% | 5,469 | -59.4% | 0.00% | – |
| Q4 2021 | $597,000 | +7.0% | 13,469 | 0.0% | 0.00% | – |
| Q3 2021 | $558,000 | -1.2% | 13,469 | 0.0% | 0.00% | – |
| Q2 2021 | $565,000 | +3.9% | 13,469 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $544,000 | +16.0% | 13,469 | 0.0% | 0.00% | – |
| Q4 2020 | $469,000 | +25.4% | 13,469 | +4.1% | 0.00% | – |
| Q3 2020 | $374,000 | – | 12,944 | – | 0.00% | – |
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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% |