WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $34,474,000 | -5.2% | 737,061 | -1.1% | 0.01% | 0.0% |
Q1 2024 | $36,348,000 | +4.7% | 745,320 | -1.9% | 0.01% | 0.0% |
Q4 2023 | $34,719,000 | +46.2% | 759,881 | +31.0% | 0.01% | +33.3% |
Q3 2023 | $23,751,000 | -2.4% | 579,864 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $24,339,000 | -1.6% | 578,799 | -4.1% | 0.01% | -14.3% |
Q1 2023 | $24,730,000 | -15.0% | 603,468 | -14.7% | 0.01% | -12.5% |
Q4 2022 | $29,092,000 | +38.4% | 707,148 | +26.7% | 0.01% | +14.3% |
Q3 2022 | $21,021,000 | -8.1% | 558,033 | -4.9% | 0.01% | 0.0% |
Q2 2022 | $22,862,000 | -9.2% | 586,478 | +3.4% | 0.01% | +16.7% |
Q1 2022 | $25,189,000 | +16.6% | 567,074 | +16.5% | 0.01% | +20.0% |
Q4 2021 | $21,597,000 | +10.3% | 486,860 | +3.1% | 0.01% | 0.0% |
Q3 2021 | $19,573,000 | -1.3% | 472,190 | -0.1% | 0.01% | 0.0% |
Q2 2021 | $19,836,000 | +1.5% | 472,854 | -2.2% | 0.01% | -16.7% |
Q1 2021 | $19,535,000 | -9.2% | 483,280 | -21.8% | 0.01% | 0.0% |
Q4 2020 | $21,524,000 | +25.3% | 618,332 | +4.1% | 0.01% | 0.0% |
Q3 2020 | $17,181,000 | +1.9% | 594,082 | -0.2% | 0.01% | -14.3% |
Q2 2020 | $16,868,000 | +1.5% | 595,189 | -13.5% | 0.01% | -12.5% |
Q1 2020 | $16,616,000 | -36.4% | 687,787 | +0.1% | 0.01% | -11.1% |
Q4 2019 | $26,127,000 | +10.4% | 686,855 | +5.4% | 0.01% | 0.0% |
Q3 2019 | $23,659,000 | +0.0% | 651,581 | -0.3% | 0.01% | -10.0% |
Q2 2019 | $23,658,000 | +1.9% | 653,542 | +0.7% | 0.01% | 0.0% |
Q1 2019 | $23,226,000 | +59.3% | 648,971 | +40.8% | 0.01% | +42.9% |
Q4 2018 | $14,578,000 | +6.4% | 460,882 | +24.1% | 0.01% | +16.7% |
Q3 2018 | $13,701,000 | +8.9% | 371,484 | +5.7% | 0.01% | 0.0% |
Q2 2018 | $12,582,000 | +10.5% | 351,454 | +5.3% | 0.01% | +20.0% |
Q1 2018 | $11,385,000 | +8.3% | 333,720 | +12.0% | 0.01% | 0.0% |
Q4 2017 | $10,510,000 | +17.3% | 297,881 | +232.3% | 0.01% | +25.0% |
Q3 2017 | $8,960,000 | +7.1% | 89,648 | +4.8% | 0.00% | 0.0% |
Q2 2017 | $8,365,000 | -1.6% | 85,570 | -1.8% | 0.00% | -20.0% |
Q1 2017 | $8,497,000 | +22.3% | 87,115 | +18.4% | 0.01% | +25.0% |
Q4 2016 | $6,946,000 | +20.3% | 73,598 | +15.8% | 0.00% | +33.3% |
Q3 2016 | $5,775,000 | +46.1% | 63,552 | +43.9% | 0.00% | +50.0% |
Q2 2016 | $3,953,000 | +36.7% | 44,176 | +31.5% | 0.00% | 0.0% |
Q1 2016 | $2,892,000 | -16.0% | 33,585 | -21.5% | 0.00% | 0.0% |
Q4 2015 | $3,444,000 | +35.8% | 42,778 | +31.0% | 0.00% | 0.0% |
Q3 2015 | $2,536,000 | -31.0% | 32,649 | -26.5% | 0.00% | -33.3% |
Q2 2015 | $3,673,000 | +7.9% | 44,445 | +12.4% | 0.00% | +50.0% |
Q1 2015 | $3,403,000 | +8.1% | 39,530 | +5.1% | 0.00% | 0.0% |
Q4 2014 | $3,149,000 | +6.6% | 37,615 | -0.4% | 0.00% | 0.0% |
Q3 2014 | $2,955,000 | -7.2% | 37,748 | -3.2% | 0.00% | 0.0% |
Q2 2014 | $3,184,000 | +11.4% | 39,000 | +5.1% | 0.00% | 0.0% |
Q1 2014 | $2,859,000 | +16.8% | 37,101 | +13.1% | 0.00% | 0.0% |
Q4 2013 | $2,447,000 | -50.1% | 32,802 | -53.5% | 0.00% | -50.0% |
Q3 2013 | $4,904,000 | +197.8% | 70,545 | +180.8% | 0.00% | +300.0% |
Q2 2013 | $1,647,000 | – | 25,127 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |