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 | $26,425 | -62.8% | 565 | -61.2% | 0.00% | -50.0% |
| Q1 2024 | $71,107 | +1708.4% | 1,458 | +1418.8% | 0.00% | – |
| Q3 2023 | $3,932 | -53.2% | 96 | -52.0% | 0.00% | – |
| Q2 2023 | $8,410 | +2.6% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $8,196 | +102350.0% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |