WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,172 | -4.0% | 19,804 | -1.5% | 0.09% | -2.3% |
| Q2 2023 | $845,205 | +6.3% | 20,100 | +3.6% | 0.09% | -6.4% |
| Q1 2023 | $794,766 | +3.7% | 19,394 | +4.1% | 0.09% | -2.1% |
| Q4 2022 | $766,191 | +12.3% | 18,624 | +2.9% | 0.10% | +12.9% |
| Q3 2022 | $682,000 | -1.4% | 18,104 | +2.0% | 0.08% | -4.5% |
| Q2 2022 | $692,000 | -10.5% | 17,744 | +2.0% | 0.09% | +8.5% |
| Q1 2022 | $773,000 | +39.8% | 17,399 | +39.5% | 0.08% | +39.0% |
| Q4 2021 | $553,000 | +55.3% | 12,469 | +45.1% | 0.06% | +40.5% |
| Q3 2021 | $356,000 | +8.2% | 8,594 | +9.5% | 0.04% | +7.7% |
| Q2 2021 | $329,000 | +14.6% | 7,849 | +10.6% | 0.04% | +2.6% |
| Q1 2021 | $287,000 | +31.7% | 7,094 | +13.4% | 0.04% | +22.6% |
| Q4 2020 | $218,000 | +183.1% | 6,254 | +136.1% | 0.03% | +158.3% |
| Q3 2020 | $77,000 | +57.1% | 2,649 | +54.4% | 0.01% | +50.0% |
| Q2 2020 | $49,000 | +2350.0% | 1,716 | +3077.8% | 0.01% | – |
| Q1 2018 | $2,000 | – | 54 | – | 0.00% | – |
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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% |