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 | $945,603 | -1.4% | 23,086 | +1.3% | 0.12% | -7.5% |
| Q2 2023 | $958,740 | +12.1% | 22,800 | +9.3% | 0.13% | +4.7% |
| Q1 2023 | $854,884 | -2.7% | 20,861 | -2.3% | 0.13% | -6.6% |
| Q4 2022 | $878,792 | +16.9% | 21,361 | +7.0% | 0.14% | +10.5% |
| Q3 2022 | $752,000 | +6.4% | 19,968 | +10.1% | 0.12% | +9.7% |
| Q2 2022 | $707,000 | +23.0% | 18,142 | +40.2% | 0.11% | +48.7% |
| Q1 2022 | $575,000 | +4.5% | 12,942 | +4.4% | 0.08% | +8.6% |
| Q4 2021 | $550,000 | +35.8% | 12,396 | +27.0% | 0.07% | +27.3% |
| Q3 2021 | $405,000 | -5.4% | 9,762 | -4.3% | 0.06% | -5.2% |
| Q2 2021 | $428,000 | +46.1% | 10,202 | +40.7% | 0.06% | +31.8% |
| Q1 2021 | $293,000 | +16.3% | 7,250 | 0.0% | 0.04% | +10.0% |
| Q4 2020 | $252,000 | +21.7% | 7,250 | +1.4% | 0.04% | 0.0% |
| Q3 2020 | $207,000 | +25.5% | 7,150 | +22.7% | 0.04% | +14.3% |
| Q2 2020 | $165,000 | -17.1% | 5,826 | -29.4% | 0.04% | -35.2% |
| Q1 2020 | $199,000 | -27.9% | 8,248 | +13.8% | 0.05% | -15.6% |
| Q4 2019 | $276,000 | – | 7,248 | – | 0.06% | – |
Download | ||||||
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% |