WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21 | -4.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22 | +4.8% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21 | +10.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19 | -99.9% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -23.1% | 525 | -22.7% | 0.01% | -25.0% |
| Q2 2022 | $26,000 | -13.3% | 679 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $30,000 | 0.0% | 679 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $30,000 | +7.1% | 679 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 679 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $28,000 | +3.7% | 679 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +12.5% | 679 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $24,000 | +20.0% | 679 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $20,000 | +5.3% | 679 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | -40.6% | 679 | -49.3% | 0.01% | -50.0% |
| Q1 2020 | $32,000 | – | 1,339 | – | 0.01% | – |
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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% |