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 | $4,039,151 | +16.6% | 86,362 | +21.6% | 0.04% | +7.7% |
| Q1 2024 | $3,463,109 | +16.1% | 71,009 | +8.7% | 0.04% | +5.4% |
| Q4 2023 | $2,983,726 | +19.0% | 65,304 | +6.7% | 0.04% | +2.8% |
| Q3 2023 | $2,507,407 | +16.4% | 61,216 | +19.5% | 0.04% | +16.1% |
| Q2 2023 | $2,154,011 | +9.0% | 51,225 | +6.3% | 0.03% | -3.1% |
| Q1 2023 | $1,975,400 | +7.5% | 48,204 | +7.9% | 0.03% | 0.0% |
| Q4 2022 | $1,837,395 | +5.4% | 44,662 | -3.5% | 0.03% | -5.9% |
| Q3 2022 | $1,744,000 | -55.6% | 46,287 | -54.1% | 0.03% | -54.7% |
| Q2 2022 | $3,931,000 | -13.7% | 100,858 | -1.6% | 0.08% | 0.0% |
| Q1 2022 | $4,555,000 | +73.1% | 102,540 | +72.9% | 0.08% | +82.9% |
| Q4 2021 | $2,631,000 | +4.9% | 59,302 | -2.0% | 0.04% | -4.7% |
| Q3 2021 | $2,509,000 | -4.9% | 60,537 | -3.7% | 0.04% | -4.4% |
| Q2 2021 | $2,637,000 | +1.0% | 62,857 | -2.7% | 0.04% | -18.2% |
| Q1 2021 | $2,611,000 | +14.9% | 64,609 | -1.1% | 0.06% | +5.8% |
| Q4 2020 | $2,273,000 | +5.8% | 65,303 | -12.1% | 0.05% | -5.5% |
| Q3 2020 | $2,149,000 | -23.3% | 74,302 | -24.8% | 0.06% | -32.1% |
| Q2 2020 | $2,802,000 | +9.4% | 98,865 | -6.8% | 0.08% | -12.0% |
| Q1 2020 | $2,562,000 | -33.2% | 106,061 | +5.2% | 0.09% | -17.9% |
| Q4 2019 | $3,836,000 | – | 100,830 | – | 0.11% | – |
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% |