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 | $992,719 | -6.6% | 21,226 | -2.6% | 0.10% | -10.5% |
Q1 2024 | $1,062,961 | -3.7% | 21,795 | -9.8% | 0.11% | -11.6% |
Q4 2023 | $1,104,337 | +1.5% | 24,170 | -9.0% | 0.13% | -8.5% |
Q3 2023 | $1,087,611 | -8.9% | 26,553 | -6.5% | 0.14% | -4.7% |
Q2 2023 | $1,193,842 | -2.2% | 28,391 | -4.7% | 0.15% | -10.3% |
Q1 2023 | $1,220,630 | -5.4% | 29,786 | -5.1% | 0.16% | -14.9% |
Q4 2022 | $1,290,809 | +9.0% | 31,376 | -0.2% | 0.19% | -1.5% |
Q3 2022 | $1,184,000 | -24.3% | 31,436 | -21.7% | 0.20% | -21.8% |
Q2 2022 | $1,565,000 | -23.6% | 40,145 | -13.0% | 0.25% | -14.6% |
Q1 2022 | $2,049,000 | -4.1% | 46,131 | -4.3% | 0.30% | -15.5% |
Q4 2021 | $2,137,000 | +3.6% | 48,181 | -3.2% | 0.35% | -27.6% |
Q3 2021 | $2,062,000 | +3.8% | 49,751 | +5.1% | 0.48% | +3.7% |
Q2 2021 | $1,986,000 | +2.7% | 47,331 | -1.1% | 0.46% | -14.4% |
Q1 2021 | $1,934,000 | +12.9% | 47,851 | -2.7% | 0.54% | +4.0% |
Q4 2020 | $1,713,000 | +14.0% | 49,196 | -5.3% | 0.52% | -0.2% |
Q3 2020 | $1,503,000 | +2.6% | 51,957 | +0.5% | 0.52% | -3.9% |
Q2 2020 | $1,465,000 | +100.4% | 51,688 | +70.9% | 0.54% | +53.2% |
Q1 2020 | $731,000 | +34.9% | 30,253 | +112.2% | 0.36% | +74.9% |
Q4 2019 | $542,000 | +5.9% | 14,257 | +1.0% | 0.20% | -5.1% |
Q3 2019 | $512,000 | -3.0% | 14,110 | -3.2% | 0.21% | -4.9% |
Q2 2019 | $528,000 | +16.6% | 14,583 | +15.2% | 0.22% | +10.3% |
Q1 2019 | $453,000 | +60.1% | 12,657 | +41.6% | 0.20% | +33.3% |
Q4 2018 | $283,000 | -54.5% | 8,937 | -47.0% | 0.15% | -50.2% |
Q3 2018 | $622,000 | +0.6% | 16,867 | -2.3% | 0.31% | -7.5% |
Q2 2018 | $618,000 | +15.1% | 17,257 | +9.6% | 0.33% | +9.2% |
Q1 2018 | $537,000 | +6.1% | 15,744 | +9.8% | 0.30% | +8.6% |
Q4 2017 | $506,000 | +21.6% | 14,337 | +244.7% | 0.28% | +15.7% |
Q3 2017 | $416,000 | +14.0% | 4,159 | +11.5% | 0.24% | +7.1% |
Q2 2017 | $365,000 | – | 3,729 | – | 0.23% | – |
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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% |