WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 365 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,831,880 | -1.4% | 274,361 | +2.8% | 0.41% | -2.4% |
Q1 2024 | $13,017,761 | +31.7% | 266,921 | +23.4% | 0.42% | +11.9% |
Q4 2023 | $9,886,815 | +11.3% | 216,389 | -0.3% | 0.38% | +1.3% |
Q3 2023 | $8,886,706 | +1.4% | 216,961 | +4.1% | 0.37% | +6.9% |
Q2 2023 | $8,763,145 | +10.5% | 208,398 | +7.7% | 0.35% | +8.1% |
Q1 2023 | $7,928,706 | -3.2% | 193,477 | -2.8% | 0.32% | -0.9% |
Q4 2022 | $8,188,659 | +17.2% | 199,044 | +7.3% | 0.32% | +3.2% |
Q3 2022 | $6,988,000 | +19.6% | 185,509 | +23.7% | 0.32% | +26.0% |
Q2 2022 | $5,845,000 | -24.5% | 149,957 | -13.9% | 0.25% | -18.6% |
Q1 2022 | $7,738,000 | +10.7% | 174,192 | +10.6% | 0.31% | +7.0% |
Q4 2021 | $6,987,000 | +5.7% | 157,509 | -1.3% | 0.29% | -5.9% |
Q3 2021 | $6,613,000 | -34.2% | 159,545 | -33.4% | 0.30% | -35.2% |
Q2 2021 | $10,051,000 | +67.5% | 239,600 | +61.4% | 0.47% | +52.4% |
Q1 2021 | $6,000,000 | +10.4% | 148,449 | -5.0% | 0.31% | +10.4% |
Q4 2020 | $5,437,000 | +10.6% | 156,194 | -8.1% | 0.28% | +7.7% |
Q3 2020 | $4,918,000 | +8.0% | 170,040 | +5.8% | 0.26% | +1.2% |
Q2 2020 | $4,554,000 | +18.2% | 160,676 | +0.7% | 0.26% | -4.1% |
Q1 2020 | $3,854,000 | -34.6% | 159,510 | +3.0% | 0.27% | -22.8% |
Q4 2019 | $5,890,000 | +6.7% | 154,839 | +1.8% | 0.35% | +2.4% |
Q3 2019 | $5,522,000 | +1.4% | 152,092 | +1.8% | 0.34% | -3.7% |
Q2 2019 | $5,444,000 | +3.4% | 149,363 | +1.6% | 0.35% | -3.6% |
Q1 2019 | $5,263,000 | +23.6% | 147,062 | +9.3% | 0.36% | +13.7% |
Q4 2018 | $4,258,000 | -17.4% | 134,610 | -3.7% | 0.32% | -22.3% |
Q3 2018 | $5,157,000 | +5.2% | 139,819 | +2.1% | 0.41% | -5.7% |
Q2 2018 | $4,902,000 | +8.5% | 136,926 | +3.4% | 0.44% | +12.9% |
Q1 2018 | $4,519,000 | +16.6% | 132,454 | +20.5% | 0.39% | +9.3% |
Q4 2017 | $3,877,000 | +8.4% | 109,881 | +207.1% | 0.36% | +25.9% |
Q3 2017 | $3,576,000 | +5.8% | 35,783 | +3.5% | 0.28% | -1.1% |
Q2 2017 | $3,380,000 | +6.4% | 34,574 | +6.1% | 0.28% | +0.4% |
Q1 2017 | $3,177,000 | +10.5% | 32,576 | +7.0% | 0.28% | -7.5% |
Q4 2016 | $2,874,000 | – | 30,456 | – | 0.31% | – |
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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% |