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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $323,867 | +105.0% | 7,872 | +87.8% | 0.01% | +55.6% |
| Q3 2022 | $158,000 | +1.9% | 4,192 | +6.7% | 0.01% | -35.7% |
| Q2 2022 | $155,000 | -66.3% | 3,928 | -62.1% | 0.01% | -46.2% |
| Q1 2022 | $460,000 | +212.9% | 10,364 | +213.4% | 0.03% | +116.7% |
| Q4 2021 | $147,000 | +41.3% | 3,307 | +29.1% | 0.01% | +50.0% |
| Q1 2021 | $104,000 | -97.2% | 2,562 | -97.6% | 0.01% | -97.7% |
| Q4 2020 | $3,692,000 | – | 106,057 | – | 0.34% | – |
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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 Wealth, 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% |