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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,944 | -5.6% | 4,786 | -7.9% | 0.01% | -20.0% |
| Q1 2023 | $212,868 | -0.5% | 5,198 | +0.1% | 0.01% | -9.1% |
| Q4 2022 | $213,880 | +2.3% | 5,192 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $209,000 | -12.2% | 5,373 | +0.2% | 0.01% | -21.4% |
| Q1 2022 | $238,000 | +6.2% | 5,364 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $224,000 | +0.9% | 5,358 | +0.1% | 0.01% | -6.7% |
| Q3 2021 | $222,000 | +2.8% | 5,355 | +0.9% | 0.02% | -6.2% |
| Q2 2021 | $216,000 | -1.8% | 5,307 | -2.4% | 0.02% | -23.8% |
| Q1 2021 | $220,000 | -15.4% | 5,436 | -27.1% | 0.02% | -22.2% |
| Q4 2020 | $260,000 | +12.6% | 7,460 | -6.6% | 0.03% | -3.6% |
| Q3 2020 | $231,000 | -18.1% | 7,988 | -19.6% | 0.03% | -39.1% |
| Q2 2020 | $282,000 | +19.0% | 9,939 | +59.5% | 0.05% | -13.2% |
| Q4 2019 | $237,000 | +5.3% | 6,233 | +0.7% | 0.05% | -1.9% |
| Q3 2019 | $225,000 | +1.4% | 6,190 | +0.8% | 0.05% | -3.6% |
| Q2 2019 | $222,000 | 0.0% | 6,143 | -0.8% | 0.06% | -21.1% |
| Q1 2019 | $222,000 | – | 6,192 | – | 0.07% | – |
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% |