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 | $1,009,673 | -3.7% | 21,588 | +0.4% | 0.04% | -9.5% |
| Q1 2024 | $1,048,623 | +7.7% | 21,501 | +0.9% | 0.04% | -2.3% |
| Q4 2023 | $973,936 | +7.8% | 21,316 | -3.4% | 0.04% | -6.5% |
| Q3 2023 | $903,370 | +8.7% | 22,055 | +11.6% | 0.05% | +7.0% |
| Q2 2023 | $830,808 | +2.1% | 19,758 | -0.5% | 0.04% | -6.5% |
| Q1 2023 | $813,902 | +28.2% | 19,861 | +28.7% | 0.05% | +15.0% |
| Q4 2022 | $634,802 | +77.3% | 15,430 | +62.5% | 0.04% | +48.1% |
| Q3 2022 | $358,000 | -90.7% | 9,498 | -90.4% | 0.03% | -92.1% |
| Q2 2022 | $3,859,000 | +1031.7% | 99,002 | +1190.8% | 0.34% | +1207.7% |
| Q1 2022 | $341,000 | -97.7% | 7,670 | -97.7% | 0.03% | -97.6% |
| Q4 2021 | $14,726,000 | +4403.4% | 331,955 | +4109.4% | 1.09% | +3922.2% |
| Q3 2021 | $327,000 | +1.9% | 7,886 | +3.0% | 0.03% | +35.0% |
| Q2 2021 | $321,000 | -0.9% | 7,654 | -4.4% | 0.02% | -13.0% |
| Q1 2021 | $324,000 | +42.1% | 8,008 | +22.3% | 0.02% | +21.1% |
| Q4 2020 | $228,000 | -18.9% | 6,548 | -11.5% | 0.02% | -42.4% |
| Q4 2019 | $281,000 | +8.5% | 7,395 | +3.8% | 0.03% | -5.7% |
| Q3 2019 | $259,000 | +9.7% | 7,126 | +9.1% | 0.04% | +2.9% |
| Q2 2019 | $236,000 | -4.8% | 6,534 | -5.8% | 0.03% | -17.1% |
| Q1 2019 | $248,000 | +2.1% | 6,935 | -9.7% | 0.04% | -12.8% |
| Q4 2018 | $243,000 | -40.1% | 7,680 | -30.2% | 0.05% | -46.6% |
| Q3 2018 | $406,000 | +3.0% | 11,008 | +0.0% | 0.09% | -12.9% |
| Q2 2018 | $394,000 | +7.9% | 11,004 | +0.7% | 0.10% | +3.1% |
| Q1 2018 | $365,000 | -5.9% | 10,924 | +0.8% | 0.10% | -4.9% |
| Q4 2017 | $388,000 | +89.3% | 10,835 | +431.1% | 0.10% | +18.4% |
| Q3 2017 | $205,000 | +20400.0% | 2,040 | +4.8% | 0.09% | – |
| Q2 2017 | $1,000 | -99.5% | 1,947 | +0.5% | 0.00% | -100.0% |
| Q1 2017 | $187,000 | +2.2% | 1,937 | +0.6% | 0.12% | -9.4% |
| Q4 2016 | $183,000 | – | 1,926 | – | 0.14% | – |
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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% |