Alhambra Investment Management LLC - WISDOMTREE TR ownership

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
Alhambra Investment Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$201,838
-4.3%
4,906
+3.2%
0.15%
+5.0%
Q1 2022$211,0000.0%4,7560.0%0.14%
-5.4%
Q4 2021$211,000
-12.4%
4,756
-17.3%
0.15%
-18.2%
Q2 2021$241,000
-2.8%
5,750
-11.9%
0.18%
-36.5%
Q4 2019$248,0006,5300.28%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb & Williams, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders