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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,705 | +2.6% | 968 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $39,669 | -0.4% | 968 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39,824 | +10.6% | 968 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 968 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $38,000 | -11.6% | 968 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $43,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +7.5% | 968 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $40,000 | -2.4% | 968 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 968 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $39,000 | +14.7% | 968 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $34,000 | +21.4% | 968 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $28,000 | +3.7% | 968 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $27,000 | -27.0% | 968 | 0.0% | 0.01% | -23.1% |
| Q1 2020 | $37,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $37,000 | +5.7% | 968 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $35,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $35,000 | 0.0% | 968 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $35,000 | +12.9% | 968 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -13.9% | 968 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $36,000 | +2.9% | 968 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $35,000 | +6.1% | 968 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $33,000 | -10.8% | 968 | -7.8% | 0.01% | -6.7% |
| Q4 2017 | $37,000 | +5.7% | 1,050 | +200.0% | 0.02% | 0.0% |
| Q3 2017 | $35,000 | +2.9% | 350 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $34,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $34,000 | +3.0% | 350 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $33,000 | +3.1% | 350 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $32,000 | +3.2% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $31,000 | +3.3% | 350 | 0.0% | 0.02% | -5.9% |
| Q1 2016 | $30,000 | +7.1% | 350 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $28,000 | +3.7% | 350 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $27,000 | -6.9% | 350 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $29,000 | -3.3% | 350 | 0.0% | 0.02% | -10.5% |
| Q1 2015 | $30,000 | +3.4% | 350 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $29,000 | +7.4% | 350 | 0.0% | 0.02% | +5.6% |
| Q3 2014 | $27,000 | -6.9% | 350 | 0.0% | 0.02% | -14.3% |
| Q2 2014 | $29,000 | -39.6% | 350 | -43.5% | 0.02% | -41.7% |
| Q1 2014 | $48,000 | -47.8% | 620 | -50.0% | 0.04% | +5.9% |
| Q4 2013 | $92,000 | +114.0% | 1,240 | +100.0% | 0.03% | -2.9% |
| Q3 2013 | $43,000 | +4.9% | 620 | 0.0% | 0.04% | 0.0% |
| Q2 2013 | $41,000 | – | 620 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |