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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4 | -99.9% | 88 | -39.7% | 0.00% | -40.0% |
| Q3 2022 | $6,000 | -75.0% | 146 | -73.2% | 0.01% | -70.6% |
| Q4 2021 | $24,000 | +4.3% | 545 | 0.0% | 0.02% | -19.0% |
| Q3 2021 | $23,000 | -45.2% | 545 | -46.1% | 0.02% | -34.4% |
| Q2 2021 | $42,000 | +2.4% | 1,011 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $41,000 | -56.4% | 1,011 | -62.4% | 0.03% | -56.2% |
| Q4 2020 | $94,000 | -60.0% | 2,686 | -66.9% | 0.07% | -53.8% |
| Q3 2020 | $235,000 | +2.2% | 8,127 | +0.0% | 0.16% | +7.5% |
| Q2 2020 | $230,000 | -16.7% | 8,126 | -28.9% | 0.15% | -26.1% |
| Q1 2020 | $276,000 | -36.7% | 11,426 | -0.4% | 0.20% | -15.3% |
| Q4 2019 | $436,000 | -8.4% | 11,471 | -12.5% | 0.24% | -27.2% |
| Q3 2019 | $476,000 | -16.0% | 13,103 | -16.4% | 0.32% | -21.4% |
| Q2 2019 | $567,000 | +1.2% | 15,669 | 0.0% | 0.41% | +5.1% |
| Q1 2019 | $560,000 | -40.0% | 15,669 | -47.0% | 0.39% | -59.0% |
| Q4 2018 | $934,000 | +4.1% | 29,557 | +21.4% | 0.95% | +12.6% |
| Q3 2018 | $897,000 | – | 24,347 | – | 0.85% | – |
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% |