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 2021 | $279,000 | -1.4% | 6,742 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $283,000 | +18.9% | 6,737 | +14.4% | 0.02% | +11.8% |
| Q1 2021 | $238,000 | -27.7% | 5,891 | -31.9% | 0.02% | -45.2% |
| Q4 2019 | $329,000 | +36.5% | 8,650 | +30.3% | 0.03% | +19.2% |
| Q3 2019 | $241,000 | +0.4% | 6,641 | +0.1% | 0.03% | +4.0% |
| Q2 2019 | $240,000 | -6.2% | 6,633 | -7.2% | 0.02% | -10.7% |
| Q1 2019 | $256,000 | +13.3% | 7,150 | +0.1% | 0.03% | 0.0% |
| Q4 2018 | $226,000 | – | 7,145 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |