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 | $200,944 | -5.6% | 4,786 | -7.9% | 0.01% | -20.0% |
| Q1 2023 | $212,868 | -0.5% | 5,198 | +0.1% | 0.01% | -9.1% |
| Q4 2022 | $213,880 | +2.3% | 5,192 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $209,000 | -12.2% | 5,373 | +0.2% | 0.01% | -21.4% |
| Q1 2022 | $238,000 | +6.2% | 5,364 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $224,000 | +0.9% | 5,358 | +0.1% | 0.01% | -6.7% |
| Q3 2021 | $222,000 | +2.8% | 5,355 | +0.9% | 0.02% | -6.2% |
| Q2 2021 | $216,000 | -1.8% | 5,307 | -2.4% | 0.02% | -23.8% |
| Q1 2021 | $220,000 | -15.4% | 5,436 | -27.1% | 0.02% | -22.2% |
| Q4 2020 | $260,000 | +12.6% | 7,460 | -6.6% | 0.03% | -3.6% |
| Q3 2020 | $231,000 | -18.1% | 7,988 | -19.6% | 0.03% | -39.1% |
| Q2 2020 | $282,000 | +19.0% | 9,939 | +59.5% | 0.05% | -13.2% |
| Q4 2019 | $237,000 | +5.3% | 6,233 | +0.7% | 0.05% | -1.9% |
| Q3 2019 | $225,000 | +1.4% | 6,190 | +0.8% | 0.05% | -3.6% |
| Q2 2019 | $222,000 | 0.0% | 6,143 | -0.8% | 0.06% | -21.1% |
| Q1 2019 | $222,000 | – | 6,192 | – | 0.07% | – |
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% |