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 | $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% | – |
Download | ||||||
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% |