WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $462,228 | -4.7% | 9,883 | -0.7% | 0.12% | -4.7% |
| Q1 2024 | $485,164 | -18.6% | 9,948 | -23.7% | 0.13% | -25.0% |
| Q4 2023 | $595,935 | +1.3% | 13,043 | -9.2% | 0.17% | -6.5% |
| Q3 2023 | $588,104 | -5.1% | 14,358 | -2.6% | 0.18% | -0.5% |
| Q2 2023 | $619,733 | +6.2% | 14,738 | +3.5% | 0.18% | +2.2% |
| Q1 2023 | $583,678 | +75604.0% | 14,243 | -24.0% | 0.18% | -27.3% |
| Q4 2022 | $771 | -99.9% | 18,743 | +1.4% | 0.25% | +3.3% |
| Q3 2022 | $696,000 | -4.1% | 18,481 | -0.7% | 0.24% | +5.2% |
| Q2 2022 | $726,000 | -12.2% | 18,616 | +0.1% | 0.23% | +4.1% |
| Q1 2022 | $827,000 | +1.1% | 18,601 | +0.9% | 0.22% | +6.3% |
| Q4 2021 | $818,000 | +8.5% | 18,426 | +1.2% | 0.21% | -2.8% |
| Q3 2021 | $754,000 | -2.3% | 18,206 | -1.1% | 0.21% | -1.8% |
| Q2 2021 | $772,000 | +2.4% | 18,401 | -1.4% | 0.22% | -2.7% |
| Q1 2021 | $754,000 | +12.4% | 18,662 | -3.3% | 0.22% | +6.2% |
| Q4 2020 | $671,000 | +19.6% | 19,297 | -0.5% | 0.21% | +11.7% |
| Q3 2020 | $561,000 | +0.7% | 19,398 | -1.4% | 0.19% | -5.1% |
| Q2 2020 | $557,000 | -51.8% | 19,671 | -58.8% | 0.20% | -59.1% |
| Q1 2020 | $1,155,000 | -36.3% | 47,802 | +0.2% | 0.48% | -17.5% |
| Q4 2019 | $1,814,000 | -6.1% | 47,708 | -10.4% | 0.59% | -7.3% |
| Q3 2019 | $1,932,000 | -11.2% | 53,219 | -11.4% | 0.63% | -11.6% |
| Q2 2019 | $2,175,000 | +1.8% | 60,092 | +0.7% | 0.72% | +0.8% |
| Q1 2019 | $2,136,000 | +3.9% | 59,690 | -8.2% | 0.71% | -6.3% |
| Q4 2018 | $2,056,000 | -5.7% | 64,988 | +9.9% | 0.76% | +7.2% |
| Q3 2018 | $2,181,000 | -0.7% | 59,129 | -3.6% | 0.71% | -6.1% |
| Q2 2018 | $2,197,000 | -28.9% | 61,365 | -32.3% | 0.75% | -29.5% |
| Q1 2018 | $3,091,000 | -10.6% | 90,611 | -7.5% | 1.07% | -13.7% |
| Q4 2017 | $3,457,000 | – | 97,998 | – | 1.24% | – |
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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% |