WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $818,482 | +3.1% | 19,982 | +5.9% | 0.05% | +10.4% |
Q2 2023 | $793,783 | -7.3% | 18,877 | -9.7% | 0.05% | -12.7% |
Q1 2023 | $856,352 | +32.7% | 20,897 | +33.2% | 0.06% | +19.6% |
Q4 2022 | $645,288 | +129475.9% | 15,685 | +18.6% | 0.05% | +17.9% |
Q3 2022 | $498 | +19.7% | 13,225 | +23.8% | 0.04% | +18.2% |
Q2 2022 | $416 | -22.2% | 10,684 | -11.2% | 0.03% | -8.3% |
Q1 2022 | $535 | +15.8% | 12,037 | +15.5% | 0.04% | 0.0% |
Q4 2021 | $462 | +29.8% | 10,418 | +21.2% | 0.04% | +2.9% |
Q3 2021 | $356 | -6.8% | 8,598 | -5.7% | 0.04% | -22.2% |
Q2 2021 | $382 | +12.7% | 9,118 | +8.8% | 0.04% | -15.1% |
Q1 2021 | $339 | +12.6% | 8,384 | -3.0% | 0.05% | -11.7% |
Q4 2020 | $301 | +14.0% | 8,647 | -5.4% | 0.06% | -4.8% |
Q3 2020 | $264 | -99.9% | 9,145 | +7.3% | 0.06% | +3.3% |
Q2 2020 | $241,000 | -13.6% | 8,520 | -26.2% | 0.06% | -15.3% |
Q1 2020 | $279,000 | -39.9% | 11,546 | -5.3% | 0.07% | -36.8% |
Q4 2019 | $464,000 | +30.0% | 12,191 | +24.1% | 0.11% | +25.3% |
Q3 2019 | $357,000 | -2.5% | 9,823 | -2.8% | 0.09% | -18.8% |
Q2 2019 | $366,000 | -2.9% | 10,108 | -4.1% | 0.11% | -18.8% |
Q1 2019 | $377,000 | -8.5% | 10,543 | -19.1% | 0.14% | -42.5% |
Q4 2018 | $412,000 | – | 13,030 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |