WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,723,807 | -5.2% | 592,769 | -1.1% | 1.22% | -8.1% |
| Q1 2024 | $29,229,959 | +6.9% | 599,343 | +0.2% | 1.33% | -2.1% |
| Q4 2023 | $27,332,764 | +10.1% | 598,222 | -1.3% | 1.36% | -1.4% |
| Q3 2023 | $24,815,688 | -2.5% | 605,852 | +0.1% | 1.38% | +1.8% |
| Q2 2023 | $25,443,867 | +8.4% | 605,086 | +5.7% | 1.36% | +1.8% |
| Q1 2023 | $23,464,083 | +8.9% | 572,574 | +9.4% | 1.33% | +4.0% |
| Q4 2022 | $21,540,410 | +27.7% | 523,588 | +17.0% | 1.28% | +19.7% |
| Q3 2022 | $16,862,000 | +11.5% | 447,637 | +15.4% | 1.07% | +17.8% |
| Q2 2022 | $15,123,000 | +19.9% | 387,957 | +36.6% | 0.91% | +41.7% |
| Q1 2022 | $12,614,000 | +183.1% | 283,972 | +182.7% | 0.64% | +200.9% |
| Q4 2021 | $4,456,000 | +55600.0% | 100,455 | +103461.9% | 0.21% | +21200.0% |
| Q2 2015 | $8,000 | – | 97 | – | 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% |