WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,206,690 | +4.1% | 24,742 | -2.5% | 0.09% | -4.1% |
| Q4 2023 | $1,159,434 | +4.2% | 25,376 | -6.6% | 0.10% | -7.5% |
| Q3 2023 | $1,112,272 | -6.5% | 27,155 | -4.0% | 0.11% | -23.2% |
| Q2 2023 | $1,189,773 | -2.1% | 28,294 | -4.6% | 0.14% | -4.8% |
| Q1 2023 | $1,214,938 | -6.5% | 29,647 | -6.2% | 0.14% | -15.7% |
| Q4 2022 | $1,299,628 | +14.8% | 31,590 | +5.1% | 0.17% | 0.0% |
| Q3 2022 | $1,132,000 | -21.3% | 30,044 | -18.6% | 0.17% | -19.6% |
| Q2 2022 | $1,438,000 | -15.2% | 36,899 | -3.4% | 0.21% | -3.6% |
| Q1 2022 | $1,696,000 | -1.8% | 38,190 | -1.9% | 0.22% | -3.1% |
| Q4 2021 | $1,727,000 | -61.6% | 38,927 | -64.2% | 0.23% | -64.7% |
| Q3 2021 | $4,501,000 | -10.7% | 108,589 | -9.7% | 0.65% | +5.7% |
| Q2 2021 | $5,042,000 | +5.3% | 120,194 | +1.5% | 0.61% | -22.2% |
| Q1 2021 | $4,788,000 | +17.5% | 118,472 | +1.2% | 0.79% | -7.7% |
| Q4 2020 | $4,074,000 | – | 117,055 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |