WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 354 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,281,732 | +5.9% | 27,405 | +10.4% | 0.34% | -6.3% |
| Q1 2024 | $1,210,715 | +35.4% | 24,825 | +26.9% | 0.36% | +15.6% |
| Q4 2023 | $893,925 | +1578.8% | 19,565 | +1405.0% | 0.31% | +1327.3% |
| Q3 2023 | $53,248 | -2.6% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $54,665 | +2.6% | 1,300 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $53,274 | +100417.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $53 | -99.9% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -3.9% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $51,000 | -12.1% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $58,000 | 0.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $58,000 | +7.4% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $54,000 | -1.8% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $55,000 | +3.8% | 1,300 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $53,000 | +17.8% | 1,300 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $45,000 | +18.4% | 1,300 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $38,000 | +2.7% | 1,300 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $37,000 | -17.8% | 1,300 | -30.5% | 0.02% | -31.4% |
| Q1 2020 | $45,000 | -36.6% | 1,870 | 0.0% | 0.04% | -23.9% |
| Q4 2019 | $71,000 | +4.4% | 1,870 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $68,000 | – | 1,870 | – | 0.05% | – |
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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% |