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 | $13,875 | -16.4% | 339 | -16.1% | 0.01% | -30.0% |
| Q4 2022 | $16,604 | +10.7% | 404 | +3.1% | 0.01% | +11.1% |
| Q3 2022 | $15,000 | 0.0% | 392 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 385 | +17.7% | 0.01% | +28.6% |
| Q1 2022 | $15,000 | +7.1% | 327 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 327 | +0.9% | 0.01% | -12.5% |
| Q3 2021 | $13,000 | +160.0% | 324 | +197.2% | 0.01% | +166.7% |
| Q2 2021 | $5,000 | – | 109 | – | 0.00% | – |
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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% |