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 | $395,654 | +12.9% | 9,409 | +10.0% | 0.00% | +100.0% |
Q1 2023 | $350,538 | -4.0% | 8,554 | -3.7% | 0.00% | -50.0% |
Q4 2022 | $365,292 | +9.7% | 8,879 | +0.3% | 0.00% | -50.0% |
Q3 2022 | $333,000 | -6.5% | 8,850 | -3.0% | 0.00% | 0.0% |
Q2 2022 | $356,000 | -11.9% | 9,127 | +0.3% | 0.00% | -33.3% |
Q1 2022 | $404,000 | +0.2% | 9,102 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $403,000 | +7.2% | 9,093 | +0.3% | 0.01% | -25.0% |
Q3 2021 | $376,000 | -1.1% | 9,068 | +0.2% | 0.01% | 0.0% |
Q2 2021 | $380,000 | +4.1% | 9,048 | +0.2% | 0.01% | -11.1% |
Q1 2021 | $365,000 | +16.2% | 9,028 | +0.1% | 0.01% | -10.0% |
Q4 2020 | $314,000 | -0.3% | 9,017 | -17.1% | 0.01% | -23.1% |
Q3 2020 | $315,000 | +2.6% | 10,876 | +0.4% | 0.01% | -23.5% |
Q2 2020 | $307,000 | +17.6% | 10,836 | +0.5% | 0.02% | +6.2% |
Q1 2020 | $261,000 | -54.5% | 10,783 | -28.5% | 0.02% | -44.8% |
Q4 2019 | $573,000 | – | 15,071 | – | 0.03% | – |
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% |