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 | $415 | -19.1% | 10,135 | -17.0% | 0.31% | -11.4% |
| Q2 2023 | $513 | -1.9% | 12,211 | -4.4% | 0.35% | -5.9% |
| Q1 2023 | $523 | -2.8% | 12,772 | -2.3% | 0.37% | -7.0% |
| Q4 2022 | $538 | -99.9% | 13,073 | +0.3% | 0.40% | +3.6% |
| Q3 2022 | $491,000 | -3.2% | 13,039 | +0.2% | 0.39% | +0.5% |
| Q2 2022 | $507,000 | -7.7% | 13,013 | +5.3% | 0.39% | +17.3% |
| Q1 2022 | $549,000 | +0.2% | 12,363 | +0.1% | 0.33% | +2.5% |
| Q4 2021 | $548,000 | +5.8% | 12,352 | -1.1% | 0.32% | -4.5% |
| Q3 2021 | $518,000 | -6.2% | 12,492 | -5.0% | 0.34% | -17.8% |
| Q2 2021 | $552,000 | +1.8% | 13,154 | -1.9% | 0.41% | +7.1% |
| Q1 2021 | $542,000 | -3.4% | 13,415 | -16.8% | 0.38% | +1.1% |
| Q4 2020 | $561,000 | +24.4% | 16,117 | +3.3% | 0.38% | +17.0% |
| Q3 2020 | $451,000 | +11.9% | 15,599 | +9.6% | 0.32% | +5.9% |
| Q2 2020 | $403,000 | -99.9% | 14,232 | +17.4% | 0.30% | +18.2% |
| Q1 2020 | $293,000,000 | -57.4% | 12,127 | -32.9% | 0.26% | -53.8% |
| Q4 2019 | $687,000,000 | – | 18,061 | – | 0.56% | – |
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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% |