WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $880,149 | -3.8% | 21,488 | -1.3% | 0.56% | -6.1% |
| Q2 2023 | $915,156 | +2.3% | 21,764 | -0.0% | 0.59% | 0.0% |
| Q1 2023 | $894,232 | -0.2% | 21,773 | +0.0% | 0.59% | +1.0% |
| Q4 2022 | $895,596 | +9.2% | 21,769 | +0.0% | 0.59% | +11.2% |
| Q3 2022 | $820,000 | -3.3% | 21,762 | +0.0% | 0.53% | +1.5% |
| Q2 2022 | $848,000 | -12.2% | 21,757 | +0.0% | 0.52% | -0.8% |
| Q1 2022 | $966,000 | -3.8% | 21,752 | -3.9% | 0.52% | +1.4% |
| Q4 2021 | $1,004,000 | +6.8% | 22,635 | -0.2% | 0.52% | -2.5% |
| Q3 2021 | $940,000 | -1.4% | 22,672 | -0.2% | 0.53% | -4.9% |
| Q2 2021 | $953,000 | +1.8% | 22,710 | -1.9% | 0.56% | -4.5% |
| Q1 2021 | $936,000 | +7.6% | 23,160 | -7.3% | 0.58% | +2.3% |
| Q4 2020 | $870,000 | -56.6% | 24,983 | -64.0% | 0.57% | -59.2% |
| Q3 2020 | $2,005,000 | -7.8% | 69,345 | -9.7% | 1.40% | -9.8% |
| Q2 2020 | $2,175,000 | +14.4% | 76,759 | -2.5% | 1.55% | +13.0% |
| Q1 2020 | $1,902,000 | -36.5% | 78,729 | -0.0% | 1.37% | -28.4% |
| Q4 2019 | $2,996,000 | – | 78,758 | – | 1.91% | – |
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% |