WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 417 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,360,646 | -22.8% | 50,473 | -19.5% | 0.19% | -13.8% |
| Q1 2024 | $3,058,416 | +4.8% | 62,711 | -1.8% | 0.22% | -2.6% |
| Q4 2023 | $2,917,169 | +18.7% | 63,847 | +6.4% | 0.23% | +1.8% |
| Q3 2023 | $2,457,518 | -18.8% | 59,998 | -16.6% | 0.23% | -8.9% |
| Q2 2023 | $3,025,918 | -3.3% | 71,960 | -5.7% | 0.25% | -27.9% |
| Q1 2023 | $3,128,700 | – | 76,347 | – | 0.34% | – |
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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% |