WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $264,000 | -3.3% | 7,015 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $273,000 | -12.5% | 7,015 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $312,000 | +0.3% | 7,015 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | -11.9% | 7,015 | -17.7% | 0.01% | -20.0% |
| Q3 2021 | $353,000 | -33.8% | 8,525 | -32.8% | 0.02% | -31.8% |
| Q2 2021 | $533,000 | +3.9% | 12,695 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $513,000 | +16.1% | 12,695 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $442,000 | -38.4% | 12,695 | -36.7% | 0.02% | -54.5% |
| Q2 2018 | $718,000 | +5.0% | 20,046 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $684,000 | -3.3% | 20,046 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $707,000 | +5.8% | 20,046 | +200.0% | 0.04% | 0.0% |
| Q3 2017 | $668,000 | +2.3% | 6,682 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $653,000 | +0.2% | 6,682 | 0.0% | 0.05% | -2.1% |
| Q1 2017 | $652,000 | +3.3% | 6,682 | 0.0% | 0.05% | -5.9% |
| Q4 2016 | $631,000 | +4.0% | 6,682 | 0.0% | 0.05% | -21.5% |
| Q3 2016 | $607,000 | +17.4% | 6,682 | +15.7% | 0.06% | +12.1% |
| Q2 2016 | $517,000 | -15.9% | 5,774 | -19.1% | 0.06% | -19.4% |
| Q1 2016 | $615,000 | +7.0% | 7,140 | 0.0% | 0.07% | +4.3% |
| Q4 2015 | $575,000 | +3.8% | 7,140 | 0.0% | 0.07% | -8.0% |
| Q3 2015 | $554,000 | +52.2% | 7,140 | +61.9% | 0.08% | +56.2% |
| Q2 2015 | $364,000 | +63.2% | 4,410 | +70.6% | 0.05% | +60.0% |
| Q1 2015 | $223,000 | -51.9% | 2,585 | -53.4% | 0.03% | -55.9% |
| Q4 2014 | $464,000 | +6.9% | 5,550 | 0.0% | 0.07% | -1.4% |
| Q3 2014 | $434,000 | -4.2% | 5,550 | 0.0% | 0.07% | -9.2% |
| Q2 2014 | $453,000 | +5.8% | 5,550 | 0.0% | 0.08% | -5.0% |
| Q1 2014 | $428,000 | +3.4% | 5,550 | 0.0% | 0.08% | -7.0% |
| Q4 2013 | $414,000 | +7.3% | 5,550 | 0.0% | 0.09% | -10.4% |
| Q3 2013 | $386,000 | +6.0% | 5,550 | 0.0% | 0.10% | -12.7% |
| Q2 2013 | $364,000 | – | 5,550 | – | 0.11% | – |
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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% |