WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 365 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,018,990 | -4.4% | 21,787 | -0.3% | 0.09% | -7.4% |
| Q1 2024 | $1,065,619 | +6.8% | 21,850 | +0.1% | 0.09% | -6.9% |
| Q4 2023 | $997,601 | +11.6% | 21,834 | +0.1% | 0.10% | +1.0% |
| Q3 2023 | $893,537 | -1.9% | 21,815 | +0.7% | 0.10% | +8.7% |
| Q2 2023 | $911,090 | +8.7% | 21,667 | +5.9% | 0.09% | 0.0% |
| Q1 2023 | $838,082 | +1.5% | 20,451 | +1.9% | 0.09% | -8.9% |
| Q4 2022 | $825,721 | +17.3% | 20,071 | +7.3% | 0.10% | +9.8% |
| Q3 2022 | $704,000 | -2.8% | 18,701 | +0.6% | 0.09% | +3.4% |
| Q2 2022 | $724,000 | +116.1% | 18,581 | +146.3% | 0.09% | +117.1% |
| Q1 2022 | $335,000 | +6.0% | 7,544 | +5.9% | 0.04% | +7.9% |
| Q4 2021 | $316,000 | +37.4% | 7,124 | +28.6% | 0.04% | +26.7% |
| Q3 2021 | $230,000 | -15.1% | 5,541 | -14.3% | 0.03% | -18.9% |
| Q2 2021 | $271,000 | – | 6,466 | – | 0.04% | – |
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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% |