WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,079,358 | -8.5% | 23,078 | -4.5% | 0.25% | -6.3% |
Q1 2024 | $1,179,161 | +2.7% | 24,178 | -3.8% | 0.27% | -4.2% |
Q4 2023 | $1,148,647 | +15.6% | 25,140 | +3.6% | 0.28% | +5.2% |
Q3 2023 | $993,485 | -3.9% | 24,255 | -1.3% | 0.27% | -1.5% |
Q2 2023 | $1,033,799 | +0.9% | 24,585 | -1.7% | 0.27% | -8.1% |
Q1 2023 | $1,024,623 | -1.3% | 25,003 | -1.0% | 0.30% | -7.2% |
Q4 2022 | $1,038,538 | +8.4% | 25,244 | -0.8% | 0.32% | -2.1% |
Q3 2022 | $958,000 | -5.1% | 25,444 | -1.9% | 0.33% | -2.7% |
Q2 2022 | $1,010,000 | -10.7% | 25,930 | +1.8% | 0.34% | +6.7% |
Q1 2022 | $1,131,000 | -50.1% | 25,470 | -57.3% | 0.32% | -63.5% |
Q4 2019 | $2,268,000 | – | 59,645 | – | 0.86% | – |
Download |
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% |