WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,839,483 | -2.9% | 118,151 | -0.3% | 0.52% | -17.9% |
| Q2 2023 | $4,982,088 | +3.9% | 118,480 | +1.2% | 0.63% | +21.2% |
| Q1 2023 | $4,797,239 | +2.4% | 117,063 | +2.8% | 0.52% | -2.1% |
| Q4 2022 | $4,683,388 | +23.5% | 113,840 | +13.1% | 0.53% | +26.1% |
| Q3 2022 | $3,792,000 | -6.6% | 100,654 | -3.4% | 0.42% | -1.6% |
| Q2 2022 | $4,062,000 | -11.0% | 104,209 | +1.4% | 0.43% | -0.2% |
| Q1 2022 | $4,563,000 | +7.4% | 102,722 | +7.2% | 0.43% | +10.0% |
| Q4 2021 | $4,249,000 | +97.2% | 95,789 | +84.3% | 0.39% | +93.1% |
| Q3 2021 | $2,155,000 | -0.7% | 51,988 | +0.5% | 0.20% | -1.0% |
| Q2 2021 | $2,170,000 | +15.9% | 51,738 | +11.7% | 0.20% | +4.6% |
| Q1 2021 | $1,872,000 | +38.9% | 46,323 | +19.6% | 0.20% | +27.5% |
| Q4 2020 | $1,348,000 | +16.7% | 38,721 | -3.1% | 0.15% | -3.2% |
| Q3 2020 | $1,155,000 | +2.8% | 39,947 | +0.8% | 0.16% | -4.2% |
| Q2 2020 | $1,123,000 | – | 39,618 | – | 0.16% | – |
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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% |