WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 363 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $596 | +2.2% | 12,736 | +6.5% | 0.00% | 0.0% |
| Q1 2024 | $583 | +2.8% | 11,962 | -3.6% | 0.00% | 0.0% |
| Q4 2023 | $567 | +6.8% | 12,409 | -4.2% | 0.00% | 0.0% |
| Q3 2023 | $531 | +0.2% | 12,954 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $530 | +2.3% | 12,611 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $518 | +3.8% | 12,637 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $499 | -99.9% | 12,141 | +5.5% | 0.00% | 0.0% |
| Q3 2022 | $449,000 | 0.0% | 11,508 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $449,000 | +7.9% | 11,508 | +22.8% | 0.00% | +100.0% |
| Q1 2022 | $416,000 | +88.2% | 9,372 | +88.5% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | – | 4,971 | – | 0.00% | – |
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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% |