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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $997,535 | -1.1% | 24,342 | -0.7% | 0.67% | -6.2% |
| Q4 2022 | $1,008,424 | +3.5% | 24,512 | -5.2% | 0.71% | +3.9% |
| Q3 2022 | $974,000 | -6.8% | 25,857 | -3.5% | 0.68% | -0.7% |
| Q2 2022 | $1,045,000 | -14.8% | 26,797 | -3.0% | 0.69% | +2.5% |
| Q1 2022 | $1,227,000 | -0.3% | 27,613 | -0.5% | 0.67% | +2.3% |
| Q4 2021 | $1,231,000 | +7.4% | 27,743 | +0.3% | 0.66% | -0.2% |
| Q3 2021 | $1,146,000 | +27.1% | 27,648 | -11.3% | 0.66% | -12.6% |
| Q3 2020 | $902,000 | -6.4% | 31,181 | -8.3% | 0.75% | -13.4% |
| Q2 2020 | $964,000 | +15.7% | 34,001 | -1.4% | 0.87% | -9.0% |
| Q1 2020 | $833,000 | -23.4% | 34,469 | +20.5% | 0.96% | -0.3% |
| Q4 2019 | $1,088,000 | +2.6% | 28,609 | -2.0% | 0.96% | -4.1% |
| Q3 2019 | $1,060,000 | +5.1% | 29,199 | +4.7% | 1.00% | +3.7% |
| Q2 2019 | $1,009,000 | +23.7% | 27,879 | +25.9% | 0.96% | +14.8% |
| Q2 2018 | $816,000 | +9.4% | 22,135 | +1.3% | 0.84% | -14.7% |
| Q1 2018 | $746,000 | – | 21,858 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |