WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 363 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $640 | -97.8% | 14 | -98.0% | 0.00% | – |
| Q3 2023 | $28,795 | +1421.9% | 703 | +1462.2% | 0.00% | – |
| Q2 2023 | $1,892 | +5464.7% | 45 | +4400.0% | 0.00% | – |
| Q4 2022 | $34 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -83.3% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $560,000 | – | 12,629 | +1262800.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q4 2019 | $55,000 | -32.9% | 1,455 | +42.1% | 0.00% | -100.0% |
| Q4 2015 | $82,000 | +485.7% | 1,024 | +502.4% | 0.00% | – |
| Q3 2015 | $14,000 | – | 170 | – | 0.00% | – |
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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% |