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 | $15,729 | +98206.2% | 384 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16 | 0.0% | 384 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $16 | 0.0% | 384 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16 | -99.9% | 384 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | +7.1% | 384 | +6.1% | 0.01% | +14.3% |
| Q2 2022 | $14,000 | -12.5% | 362 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $16,000 | +23.1% | 362 | +24.0% | 0.01% | +20.0% |
| Q4 2021 | $13,000 | +8.3% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 292 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +20.0% | 292 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $10,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +25.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | +60.0% | 292 | +135.5% | 0.01% | +66.7% |
| Q4 2019 | $5,000 | 0.0% | 124 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $5,000 | +25.0% | 124 | +20.4% | 0.00% | +33.3% |
| Q2 2019 | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 103 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $3,000 | -25.0% | 103 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 103 | -9.6% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 114 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |