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 | $62,259 | -2.6% | 1,520 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,916 | -27.4% | 1,520 | -29.2% | 0.00% | -33.3% |
| Q1 2023 | $88,025 | +109931.2% | 2,148 | +10.8% | 0.00% | -40.0% |
| Q4 2022 | $80 | -99.9% | 1,938 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $73,000 | -13.1% | 1,938 | -9.8% | 0.00% | +33.3% |
| Q2 2022 | $84,000 | -55.1% | 2,148 | -49.1% | 0.00% | -40.0% |
| Q1 2022 | $187,000 | -80.4% | 4,217 | -80.4% | 0.01% | -76.2% |
| Q4 2021 | $952,000 | +164.4% | 21,468 | +147.4% | 0.02% | +110.0% |
| Q3 2021 | $360,000 | -10.9% | 8,679 | -9.8% | 0.01% | -9.1% |
| Q2 2021 | $404,000 | -63.0% | 9,623 | -64.2% | 0.01% | -62.1% |
| Q1 2021 | $1,091,000 | – | 26,874 | – | 0.03% | – |
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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 Wealth, 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% |