WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,081 | -2.6% | 5,959 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $250,576 | +2.6% | 5,959 | 0.0% | 0.12% | -2.4% |
| Q1 2023 | $244,200 | -0.4% | 5,959 | 0.0% | 0.12% | -1.6% |
| Q4 2022 | $245,153 | +1.3% | 5,959 | -7.2% | 0.13% | -7.3% |
| Q3 2022 | $242,000 | -4.7% | 6,421 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $254,000 | -10.9% | 6,421 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $285,000 | 0.0% | 6,421 | 0.0% | 0.14% | +2.2% |
| Q4 2021 | $285,000 | +7.1% | 6,421 | 0.0% | 0.14% | -6.2% |
| Q3 2021 | $266,000 | -1.1% | 6,421 | 0.0% | 0.14% | +2.1% |
| Q2 2021 | $269,000 | +3.5% | 6,421 | 0.0% | 0.14% | -4.1% |
| Q1 2021 | $260,000 | +16.1% | 6,421 | 0.0% | 0.15% | +6.5% |
| Q4 2020 | $224,000 | – | 6,421 | – | 0.14% | – |
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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% |