WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $913,892 | -17.6% | 22,312 | -15.4% | 0.21% | -11.7% |
| Q2 2023 | $1,108,789 | -6.9% | 26,368 | -9.3% | 0.24% | -11.4% |
| Q1 2023 | $1,191,458 | +1.1% | 29,074 | +1.5% | 0.27% | -3.2% |
| Q4 2022 | $1,178,378 | +9.7% | 28,643 | +0.5% | 0.28% | +3.3% |
| Q3 2022 | $1,074,000 | -6.4% | 28,514 | -3.1% | 0.27% | -2.5% |
| Q2 2022 | $1,147,000 | -12.2% | 29,425 | +0.0% | 0.28% | +4.5% |
| Q1 2022 | $1,307,000 | -30.6% | 29,413 | -30.7% | 0.27% | -25.5% |
| Q4 2021 | $1,884,000 | +257.5% | 42,460 | +233.7% | 0.36% | +205.1% |
| Q3 2021 | $527,000 | – | 12,723 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |