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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,364,811 | -7.3% | 34,508 | -1.3% | 0.28% | -17.0% |
| Q4 2022 | $1,473,058 | +12.4% | 34,956 | +0.5% | 0.34% | -2.3% |
| Q3 2022 | $1,311,000 | -5.5% | 34,795 | -2.2% | 0.35% | +18.3% |
| Q2 2022 | $1,387,000 | -12.7% | 35,595 | -0.5% | 0.30% | +3.9% |
| Q1 2022 | $1,589,000 | -1.6% | 35,780 | -1.7% | 0.28% | +0.7% |
| Q4 2021 | $1,615,000 | +4.5% | 36,402 | +0.8% | 0.28% | -1.1% |
| Q3 2021 | $1,545,000 | -3.1% | 36,124 | -2.7% | 0.28% | -25.2% |
| Q2 2021 | $1,595,000 | +2.2% | 37,113 | +0.6% | 0.38% | -3.8% |
| Q1 2021 | $1,560,000 | +51.0% | 36,900 | +24.3% | 0.40% | -14.3% |
| Q4 2020 | $1,033,000 | +2.2% | 29,676 | -3.5% | 0.46% | -6.9% |
| Q3 2020 | $1,011,000 | +22.8% | 30,756 | +14.5% | 0.50% | +58.0% |
| Q2 2020 | $823,000 | – | 26,871 | – | 0.31% | – |
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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 & Williams, 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% |