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 | $249,061 | -19.3% | 5,325 | -15.8% | 0.15% | -21.0% |
| Q1 2024 | $308,474 | +6.8% | 6,325 | 0.0% | 0.19% | -4.1% |
| Q4 2023 | $288,836 | -3.7% | 6,325 | -13.7% | 0.19% | -11.4% |
| Q3 2023 | $300,023 | -2.6% | 7,325 | 0.0% | 0.22% | -1.8% |
| Q2 2023 | $308,000 | -1.4% | 7,325 | -3.9% | 0.22% | -7.9% |
| Q1 2023 | $312,449 | +0.1% | 7,624 | -8.0% | 0.24% | -5.5% |
| Q3 2022 | $312,000 | -3.4% | 8,290 | +0.1% | 0.26% | +5.3% |
| Q2 2022 | $323,000 | -12.2% | 8,285 | +0.1% | 0.24% | +11.0% |
| Q1 2022 | $368,000 | +0.3% | 8,280 | +0.0% | 0.22% | +5.3% |
| Q4 2021 | $367,000 | +7.0% | 8,278 | +0.1% | 0.21% | -10.0% |
| Q3 2021 | $343,000 | -1.2% | 8,273 | +0.0% | 0.23% | +12.1% |
| Q2 2021 | $347,000 | -21.7% | 8,269 | -24.6% | 0.21% | -29.2% |
| Q1 2021 | $443,000 | +16.0% | 10,965 | +0.0% | 0.29% | -18.5% |
| Q4 2020 | $382,000 | -2.6% | 10,963 | -19.1% | 0.36% | +24.0% |
| Q3 2020 | $392,000 | -48.6% | 13,556 | -49.6% | 0.29% | -49.7% |
| Q2 2020 | $762,000 | +11.2% | 26,871 | -5.8% | 0.57% | -7.3% |
| Q1 2020 | $685,000 | -36.9% | 28,528 | +0.0% | 0.62% | +0.2% |
| Q4 2019 | $1,085,000 | +4.1% | 28,519 | -0.7% | 0.62% | -1.8% |
| Q3 2019 | $1,042,000 | +0.3% | 28,710 | +0.0% | 0.63% | +1.1% |
| Q2 2019 | $1,039,000 | +0.8% | 28,699 | -0.3% | 0.62% | -1.9% |
| Q1 2019 | $1,031,000 | +0.6% | 28,794 | -11.1% | 0.63% | -7.3% |
| Q4 2018 | $1,025,000 | -12.6% | 32,393 | +1.8% | 0.68% | +2.6% |
| Q3 2018 | $1,173,000 | -50.6% | 31,834 | -52.0% | 0.66% | -52.3% |
| Q2 2018 | $2,373,000 | -0.3% | 66,281 | -5.0% | 1.40% | -4.1% |
| Q1 2018 | $2,380,000 | -6.7% | 69,778 | -3.5% | 1.45% | -4.1% |
| Q4 2017 | $2,551,000 | -6.6% | 72,326 | +164.9% | 1.52% | -12.5% |
| Q3 2017 | $2,730,000 | +2.2% | 27,308 | -0.0% | 1.73% | -4.2% |
| Q2 2017 | $2,670,000 | +1.4% | 27,309 | +1.1% | 1.81% | -3.5% |
| Q1 2017 | $2,632,000 | +23.9% | 27,008 | +20.0% | 1.88% | +15.7% |
| Q4 2016 | $2,125,000 | +14.7% | 22,508 | +10.3% | 1.62% | +13.6% |
| Q3 2016 | $1,853,000 | +0.4% | 20,408 | -1.0% | 1.43% | -4.5% |
| Q2 2016 | $1,845,000 | +4.2% | 20,607 | +0.3% | 1.49% | -3.4% |
| Q1 2016 | $1,770,000 | +5.5% | 20,550 | +1.5% | 1.55% | +4.5% |
| Q4 2015 | $1,678,000 | – | 20,250 | – | 1.48% | – |
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% |