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. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders