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 | $880,149 | -3.8% | 21,488 | -1.3% | 0.56% | -6.1% |
| Q2 2023 | $915,156 | +2.3% | 21,764 | -0.0% | 0.59% | 0.0% |
| Q1 2023 | $894,232 | -0.2% | 21,773 | +0.0% | 0.59% | +1.0% |
| Q4 2022 | $895,596 | +9.2% | 21,769 | +0.0% | 0.59% | +11.2% |
| Q3 2022 | $820,000 | -3.3% | 21,762 | +0.0% | 0.53% | +1.5% |
| Q2 2022 | $848,000 | -12.2% | 21,757 | +0.0% | 0.52% | -0.8% |
| Q1 2022 | $966,000 | -3.8% | 21,752 | -3.9% | 0.52% | +1.4% |
| Q4 2021 | $1,004,000 | +6.8% | 22,635 | -0.2% | 0.52% | -2.5% |
| Q3 2021 | $940,000 | -1.4% | 22,672 | -0.2% | 0.53% | -4.9% |
| Q2 2021 | $953,000 | +1.8% | 22,710 | -1.9% | 0.56% | -4.5% |
| Q1 2021 | $936,000 | +7.6% | 23,160 | -7.3% | 0.58% | +2.3% |
| Q4 2020 | $870,000 | -56.6% | 24,983 | -64.0% | 0.57% | -59.2% |
| Q3 2020 | $2,005,000 | -7.8% | 69,345 | -9.7% | 1.40% | -9.8% |
| Q2 2020 | $2,175,000 | +14.4% | 76,759 | -2.5% | 1.55% | +13.0% |
| Q1 2020 | $1,902,000 | -36.5% | 78,729 | -0.0% | 1.37% | -28.4% |
| Q4 2019 | $2,996,000 | – | 78,758 | – | 1.91% | – |
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 Wealth, 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% |