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 | $5,676,086 | -4.4% | 138,576 | -1.8% | 1.94% | -4.7% |
| Q2 2023 | $5,936,864 | -2.0% | 141,186 | -4.5% | 2.03% | -2.4% |
| Q1 2023 | $6,057,650 | -3.2% | 147,820 | -2.9% | 2.08% | -13.0% |
| Q4 2022 | $6,259,964 | +9.0% | 152,162 | +3.0% | 2.40% | -9.5% |
| Q3 2022 | $5,745,000 | +916.8% | 147,714 | +1.9% | 2.64% | +1574.1% |
| Q2 2022 | $565,000 | -91.0% | 145,021 | +0.2% | 0.16% | -94.7% |
| Q1 2022 | $6,311,000 | +1.5% | 144,680 | +3.2% | 3.01% | +17.9% |
| Q4 2021 | $6,219,000 | – | 140,184 | – | 2.55% | – |
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% |