WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,909 | -24.5% | 17,991 | -22.5% | 0.44% | -24.3% |
| Q2 2023 | $976,529 | +0.5% | 23,223 | -2.1% | 0.58% | -5.2% |
| Q1 2023 | $972,144 | -15.0% | 23,722 | -14.7% | 0.61% | -18.5% |
| Q4 2022 | $1,143,637 | +7.0% | 27,799 | -2.0% | 0.75% | -0.7% |
| Q3 2022 | $1,069,000 | -6.4% | 28,376 | -3.1% | 0.76% | +0.9% |
| Q2 2022 | $1,142,000 | -13.1% | 29,292 | -1.1% | 0.75% | +4.2% |
| Q4 2021 | $1,314,000 | -0.4% | 29,630 | -0.2% | 0.72% | -5.3% |
| Q1 2021 | $1,319,000 | – | 29,684 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |