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 2022 | $164,000 | -12.3% | 4,216 | 0.0% | 0.12% | +1.8% |
Q1 2022 | $187,000 | +6.9% | 4,216 | 0.0% | 0.11% | +9.6% |
Q3 2021 | $175,000 | -1.1% | 4,216 | 0.0% | 0.10% | -1.9% |
Q2 2021 | $177,000 | -2.7% | 4,216 | -6.2% | 0.11% | +30.9% |
Q1 2021 | $182,000 | +7.1% | 4,496 | -7.9% | 0.08% | -31.9% |
Q4 2020 | $170,000 | +23.2% | 4,880 | 0.0% | 0.12% | -4.0% |
Q2 2020 | $138,000 | +16.9% | 4,880 | 0.0% | 0.12% | -5.3% |
Q1 2020 | $118,000 | -45.9% | 4,880 | -14.8% | 0.13% | -33.8% |
Q4 2019 | $218,000 | +20.4% | 5,725 | +14.6% | 0.20% | +6.5% |
Q3 2019 | $181,000 | +9.0% | 4,995 | +8.6% | 0.19% | +6.9% |
Q2 2019 | $166,000 | -95.8% | 4,598 | -96.9% | 0.17% | -41.2% |
Q1 2019 | $3,981,000 | – | 146,018 | – | 0.30% | – |
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% |