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 | $247,692 | -3.4% | 6,047 | -0.8% | 0.04% | -9.1% |
| Q2 2023 | $256,361 | -3.4% | 6,097 | -5.8% | 0.04% | -12.0% |
| Q1 2023 | $265,284 | -4.4% | 6,474 | -4.0% | 0.05% | -20.6% |
| Q4 2022 | $277,402 | +11.4% | 6,743 | +2.0% | 0.06% | +3.3% |
| Q3 2022 | $249,000 | -2.7% | 6,609 | +0.5% | 0.06% | -4.7% |
| Q2 2022 | $256,000 | -18.5% | 6,576 | -6.9% | 0.06% | -4.5% |
| Q1 2022 | $314,000 | +13.4% | 7,060 | +13.1% | 0.07% | -16.2% |
| Q4 2021 | $277,000 | +12.6% | 6,241 | +5.1% | 0.08% | +11.1% |
| Q3 2021 | $246,000 | +10.3% | 5,939 | +7.7% | 0.07% | +24.1% |
| Q1 2021 | $223,000 | – | 5,516 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |