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 | $987,822 | +11.3% | 24,117 | +14.2% | 0.35% | +6.4% |
| Q2 2023 | $887,924 | -1.6% | 21,116 | -4.1% | 0.33% | -6.3% |
| Q1 2023 | $902,560 | -3.7% | 22,024 | -3.3% | 0.35% | -11.0% |
| Q4 2022 | $937,042 | -6.2% | 22,777 | -14.1% | 0.39% | -19.7% |
| Q3 2022 | $999,000 | -11.9% | 26,519 | -8.3% | 0.49% | -10.8% |
| Q2 2022 | $1,134,000 | +9.8% | 28,923 | +24.4% | 0.55% | +21.1% |
| Q1 2022 | $1,033,000 | +151.3% | 23,253 | +150.9% | 0.45% | +142.5% |
| Q4 2021 | $411,000 | +7.0% | 9,266 | +0.0% | 0.19% | -1.6% |
| Q3 2021 | $384,000 | -1.3% | 9,264 | +0.0% | 0.19% | -4.5% |
| Q2 2021 | $389,000 | +2.9% | 9,263 | -0.9% | 0.20% | -15.7% |
| Q1 2021 | $378,000 | +16.3% | 9,347 | +0.0% | 0.24% | +53.6% |
| Q4 2020 | $325,000 | – | 9,346 | – | 0.15% | – |
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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% |