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 2021 | $214,000 | 0.0% | 5,098 | -3.5% | 0.02% | -11.8% |
| Q1 2021 | $214,000 | -6.1% | 5,285 | -43.3% | 0.02% | -37.0% |
| Q1 2020 | $228,000 | -41.8% | 9,315 | -9.4% | 0.03% | +68.8% |
| Q4 2019 | $392,000 | +6.8% | 10,276 | +1.6% | 0.02% | -57.9% |
| Q3 2019 | $367,000 | +5.8% | 10,112 | +5.5% | 0.04% | +8.6% |
| Q2 2019 | $347,000 | -14.7% | 9,587 | -15.6% | 0.04% | -22.2% |
| Q1 2019 | $407,000 | -3.6% | 11,358 | -15.0% | 0.04% | -15.1% |
| Q4 2018 | $422,000 | +2.4% | 13,356 | +19.6% | 0.05% | +17.8% |
| Q3 2018 | $412,000 | +3.0% | 11,163 | 0.0% | 0.04% | +55.2% |
| Q2 2018 | $400,000 | -4.5% | 11,163 | -9.0% | 0.03% | -9.4% |
| Q1 2018 | $419,000 | -2.6% | 12,267 | +0.6% | 0.03% | -3.0% |
| Q4 2017 | $430,000 | +5.9% | 12,189 | +200.0% | 0.03% | -8.3% |
| Q3 2017 | $406,000 | +3.6% | 4,063 | 0.0% | 0.04% | -40.0% |
| Q2 2017 | $392,000 | 0.0% | 4,063 | 0.0% | 0.06% | +50.0% |
| Q1 2017 | $392,000 | +2.3% | 4,063 | 0.0% | 0.04% | -18.4% |
| Q4 2016 | $383,000 | – | 4,063 | – | 0.05% | – |
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 & Williams, 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% |