WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $327,494 | -3.9% | 7,002 | +0.2% | 0.03% | -6.9% |
Q1 2024 | $340,709 | +12.0% | 6,986 | +4.9% | 0.03% | +3.6% |
Q4 2023 | $304,168 | +11.5% | 6,657 | -0.1% | 0.03% | -3.4% |
Q3 2023 | $272,905 | -2.0% | 6,663 | +0.6% | 0.03% | -3.3% |
Q2 2023 | $278,448 | +4.5% | 6,622 | +1.9% | 0.03% | 0.0% |
Q1 2023 | $266,391 | -49.6% | 6,501 | -49.4% | 0.03% | -50.0% |
Q4 2022 | $529,062 | +118.6% | 12,860 | +100.1% | 0.06% | +76.5% |
Q3 2022 | $242,000 | -3.6% | 6,427 | -0.0% | 0.03% | 0.0% |
Q2 2022 | $251,000 | -15.8% | 6,428 | -4.3% | 0.03% | -2.9% |
Q1 2022 | $298,000 | 0.0% | 6,714 | +0.1% | 0.04% | 0.0% |
Q4 2021 | $298,000 | +6.0% | 6,709 | -0.9% | 0.04% | -5.4% |
Q3 2021 | $281,000 | +1.8% | 6,768 | +2.8% | 0.04% | 0.0% |
Q2 2021 | $276,000 | +15.0% | 6,583 | +11.0% | 0.04% | +8.8% |
Q1 2021 | $240,000 | -89.3% | 5,929 | -89.9% | 0.03% | -91.0% |
Q4 2019 | $2,240,000 | +4.8% | 58,891 | +0.1% | 0.38% | -4.8% |
Q3 2019 | $2,137,000 | +1.2% | 58,846 | +0.9% | 0.40% | -5.3% |
Q2 2019 | $2,112,000 | +9.3% | 58,341 | +8.0% | 0.42% | +1.2% |
Q1 2019 | $1,933,000 | -11.2% | 53,996 | -21.5% | 0.41% | -15.2% |
Q4 2018 | $2,177,000 | -13.7% | 68,814 | -4.5% | 0.49% | -20.3% |
Q3 2018 | $2,524,000 | +4.0% | 72,083 | +6.3% | 0.61% | -2.4% |
Q2 2018 | $2,428,000 | +4.0% | 67,824 | -0.8% | 0.63% | +8.3% |
Q1 2018 | $2,334,000 | -17.5% | 68,395 | -14.7% | 0.58% | -15.9% |
Q4 2017 | $2,829,000 | +16.7% | 80,176 | +230.6% | 0.69% | -6.0% |
Q3 2017 | $2,424,000 | +1.0% | 24,251 | -1.2% | 0.73% | -0.1% |
Q2 2017 | $2,399,000 | -4.6% | 24,548 | -4.8% | 0.73% | -8.2% |
Q1 2017 | $2,514,000 | +3.5% | 25,784 | +0.1% | 0.80% | -1.2% |
Q4 2016 | $2,430,000 | +6.8% | 25,747 | +2.8% | 0.81% | -0.6% |
Q3 2016 | $2,276,000 | +150.4% | 25,047 | +146.6% | 0.81% | +138.8% |
Q2 2016 | $909,000 | +2.9% | 10,158 | -0.9% | 0.34% | -2.0% |
Q1 2016 | $883,000 | – | 10,255 | – | 0.35% | – |
Download |
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% |