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 | $23,312 | -35.6% | 569 | -33.9% | 0.00% | -50.0% |
| Q2 2023 | $36,185 | +3.3% | 861 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $35,026 | +0.1% | 855 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $34,981 | – | 850 | +6983.3% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 12 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 12 | -53.8% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -50.0% | 26 | -49.0% | 0.00% | -100.0% |
| Q2 2019 | $2,000 | +100.0% | 51 | +70.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 30 | +15.4% | 0.00% | – |
| Q4 2018 | $1,000 | – | 26 | – | 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% |