WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438 | -11.3% | 10,700 | -10.8% | 0.00% | 0.0% |
| Q4 2022 | $494 | -99.9% | 12,000 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $448,000 | -3.0% | 11,900 | +14.4% | 0.00% | 0.0% |
| Q1 2022 | $462,000 | +17.0% | 10,400 | +16.9% | 0.00% | – |
| Q4 2021 | $395,000 | -63.1% | 8,900 | -79.9% | 0.00% | -100.0% |
| Q1 2020 | $1,070,000 | +161.0% | 44,300 | +292.0% | 0.00% | – |
| Q3 2019 | $410,000 | -41.3% | 11,300 | -41.5% | 0.00% | -100.0% |
| Q2 2019 | $699,000 | +144.4% | 19,300 | +141.2% | 0.00% | – |
| Q1 2019 | $286,000 | -62.2% | 8,000 | -61.0% | 0.00% | -100.0% |
| Q3 2018 | $756,000 | -36.0% | 20,500 | -39.0% | 0.00% | 0.0% |
| Q2 2018 | $1,181,000 | +172.7% | 33,600 | +164.6% | 0.00% | – |
| Q1 2018 | $433,000 | – | 12,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |