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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,466 | +2.6% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,098 | -0.4% | 344 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $14,152 | +8.9% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 344 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $13,000 | -13.3% | 344 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $15,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -23.1% | 344 | -24.6% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -7.1% | 456 | -20.8% | 0.00% | -33.3% |
| Q1 2020 | $14,000 | -61.1% | 576 | -39.0% | 0.00% | -50.0% |
| Q4 2019 | $36,000 | +63.6% | 944 | +57.3% | 0.01% | +50.0% |
| Q3 2019 | $22,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 600 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $22,000 | +4.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | – | 600 | – | 0.01% | – |
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% |