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 | $110,852 | +18.7% | 2,706 | +21.8% | 0.01% | +18.2% |
| Q2 2023 | $93,422 | +115.9% | 2,222 | +110.4% | 0.01% | +83.3% |
| Q1 2023 | $43,275 | -2.5% | 1,056 | -2.1% | 0.01% | -14.3% |
| Q4 2022 | $44,390 | +3.2% | 1,079 | -4.7% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -8.5% | 1,132 | -5.3% | 0.01% | -12.5% |
| Q2 2022 | $47,000 | -14.5% | 1,195 | -3.3% | 0.01% | 0.0% |
| Q1 2022 | $55,000 | +14.6% | 1,236 | +13.9% | 0.01% | +14.3% |
| Q4 2021 | $48,000 | 0.0% | 1,085 | -6.1% | 0.01% | -12.5% |
| Q3 2021 | $48,000 | +65.5% | 1,155 | +65.2% | 0.01% | +60.0% |
| Q2 2021 | $29,000 | +1350.0% | 699 | +832.0% | 0.01% | – |
| Q3 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -99.7% | 75 | -99.6% | 0.00% | -99.7% |
| Q4 2019 | $701,000 | -5.5% | 18,515 | -12.1% | 0.31% | -21.6% |
| Q3 2019 | $742,000 | +3.3% | 21,065 | +6.9% | 0.40% | +2.3% |
| Q2 2019 | $718,000 | -6.5% | 19,701 | -8.2% | 0.39% | -15.2% |
| Q1 2019 | $768,000 | +13.9% | 21,467 | +0.7% | 0.46% | -5.9% |
| Q4 2018 | $674,000 | -16.8% | 21,311 | -3.0% | 0.49% | +4.9% |
| Q3 2018 | $810,000 | +7.6% | 21,969 | +4.5% | 0.47% | +5.4% |
| Q2 2018 | $753,000 | +3.2% | 21,031 | -1.7% | 0.44% | -5.4% |
| Q1 2018 | $730,000 | -0.4% | 21,401 | +3.0% | 0.47% | -6.2% |
| Q4 2017 | $733,000 | +5.3% | 20,785 | +198.5% | 0.50% | +24.5% |
| Q3 2017 | $696,000 | +34.6% | 6,963 | +31.6% | 0.40% | +20.8% |
| Q2 2017 | $517,000 | +1.4% | 5,293 | +0.8% | 0.33% | -9.6% |
| Q1 2017 | $510,000 | -8.9% | 5,249 | -11.3% | 0.37% | -19.9% |
| Q4 2016 | $560,000 | – | 5,917 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |