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 | $365,018 | -2.0% | 8,912 | +0.7% | 0.03% | 0.0% |
Q2 2023 | $372,279 | +3.3% | 8,853 | +0.7% | 0.03% | -5.6% |
Q1 2023 | $360,315 | +0.1% | 8,792 | +0.5% | 0.04% | -7.7% |
Q4 2022 | $359,827 | +10.4% | 8,746 | +0.9% | 0.04% | +2.6% |
Q3 2022 | $326,000 | -2.7% | 8,664 | +0.7% | 0.04% | +2.7% |
Q2 2022 | $335,000 | -11.6% | 8,600 | +0.7% | 0.04% | 0.0% |
Q1 2022 | $379,000 | +0.3% | 8,537 | +0.3% | 0.04% | +8.8% |
Q4 2021 | $378,000 | +7.1% | 8,514 | +0.8% | 0.03% | -5.6% |
Q3 2021 | $353,000 | +0.3% | 8,449 | +0.6% | 0.04% | -2.7% |
Q2 2021 | $352,000 | +4.5% | 8,397 | +0.6% | 0.04% | -26.0% |
Q1 2021 | $337,000 | +16.2% | 8,348 | +0.2% | 0.05% | +8.7% |
Q4 2020 | $290,000 | +21.8% | 8,329 | +1.0% | 0.05% | +7.0% |
Q3 2020 | $238,000 | +2.6% | 8,244 | +0.6% | 0.04% | -6.5% |
Q2 2020 | $232,000 | -24.4% | 8,195 | +1.6% | 0.05% | -23.3% |
Q4 2019 | $307,000 | +5.5% | 8,063 | +0.8% | 0.06% | 0.0% |
Q3 2019 | $291,000 | +1.4% | 8,001 | +1.0% | 0.06% | +3.4% |
Q2 2019 | $287,000 | +1.8% | 7,922 | +0.6% | 0.06% | 0.0% |
Q1 2019 | $282,000 | +13.3% | 7,875 | +0.1% | 0.06% | +1.8% |
Q4 2018 | $249,000 | -13.2% | 7,865 | +1.0% | 0.06% | -1.7% |
Q3 2018 | $287,000 | +3.2% | 7,784 | +0.4% | 0.06% | +5.5% |
Q2 2018 | $278,000 | +5.7% | 7,752 | +0.5% | 0.06% | +1.9% |
Q1 2018 | $263,000 | -2.6% | 7,717 | +0.8% | 0.05% | -1.8% |
Q4 2017 | $270,000 | +6.3% | 7,658 | +201.7% | 0.06% | +1.9% |
Q3 2017 | $254,000 | – | 2,538 | – | 0.05% | – |
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% |