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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,394 | +1249.3% | 180 | +1284.6% | 0.00% | – |
Q2 2023 | $548 | -100.0% | 13 | -100.0% | 0.00% | -100.0% |
Q1 2023 | $1,313,296 | -11.9% | 32,047 | -11.6% | 0.17% | -15.5% |
Q4 2022 | $1,491,435 | +0.5% | 36,253 | -8.0% | 0.21% | -12.0% |
Q3 2022 | $1,484,000 | -3.6% | 39,386 | -0.2% | 0.23% | +0.4% |
Q2 2022 | $1,539,000 | -54.7% | 39,476 | -51.3% | 0.23% | -49.7% |
Q2 2021 | $3,400,000 | – | 81,055 | – | 0.46% | – |
Download |
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% |