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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,492 | -3.6% | 26,013 | -1.0% | 0.30% | -5.8% |
| Q2 2023 | $1,105,200 | +2.5% | 26,283 | -0.2% | 0.31% | -10.1% |
| Q1 2023 | $1,078,717 | +0.5% | 26,323 | +0.9% | 0.35% | -10.8% |
| Q4 2022 | $1,073,672 | +5.9% | 26,098 | -3.0% | 0.39% | -3.7% |
| Q3 2022 | $1,014,000 | -6.2% | 26,913 | -3.0% | 0.40% | -6.5% |
| Q2 2022 | $1,081,000 | -19.9% | 27,743 | -8.7% | 0.43% | -1.4% |
| Q1 2022 | $1,350,000 | +7.8% | 30,394 | +7.7% | 0.44% | +12.9% |
| Q4 2021 | $1,252,000 | +10.2% | 28,221 | +3.0% | 0.39% | -3.2% |
| Q3 2021 | $1,136,000 | -5.3% | 27,399 | -4.2% | 0.40% | -9.5% |
| Q2 2021 | $1,199,000 | -4.2% | 28,590 | -7.6% | 0.44% | -9.0% |
| Q1 2021 | $1,251,000 | +15.9% | 30,947 | -0.2% | 0.49% | -6.2% |
| Q4 2020 | $1,079,000 | +9.7% | 31,008 | -8.9% | 0.52% | +10.6% |
| Q3 2020 | $984,000 | +3.9% | 34,019 | +1.8% | 0.47% | -2.7% |
| Q2 2020 | $947,000 | +45.5% | 33,426 | +24.0% | 0.48% | -1.4% |
| Q1 2020 | $651,000 | -41.2% | 26,951 | -7.4% | 0.49% | -27.8% |
| Q4 2019 | $1,108,000 | -11.6% | 29,115 | -15.7% | 0.68% | -18.0% |
| Q3 2019 | $1,254,000 | +1.9% | 34,549 | +1.6% | 0.83% | -1.5% |
| Q2 2019 | $1,231,000 | -1.6% | 34,003 | -2.8% | 0.84% | -8.0% |
| Q1 2019 | $1,251,000 | – | 34,967 | – | 0.91% | – |
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% |