WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,729 | +98206.2% | 384 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16 | 0.0% | 384 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $16 | 0.0% | 384 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16 | -99.9% | 384 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | +7.1% | 384 | +6.1% | 0.01% | +14.3% |
| Q2 2022 | $14,000 | -12.5% | 362 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $16,000 | +23.1% | 362 | +24.0% | 0.01% | +20.0% |
| Q4 2021 | $13,000 | +8.3% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 292 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +20.0% | 292 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $10,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +25.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | +60.0% | 292 | +135.5% | 0.01% | +66.7% |
| Q4 2019 | $5,000 | 0.0% | 124 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $5,000 | +25.0% | 124 | +20.4% | 0.00% | +33.3% |
| Q2 2019 | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 103 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $3,000 | -25.0% | 103 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 103 | -9.6% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 114 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |