WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,025,147 | -2.2% | 440,067 | +0.4% | 2.32% | +8.2% |
Q2 2023 | $18,436,972 | +9.4% | 438,454 | +6.6% | 2.14% | -0.0% |
Q1 2023 | $16,856,603 | +0.8% | 411,337 | +1.2% | 2.14% | -2.6% |
Q4 2022 | $16,719,581 | +49.8% | 406,407 | +37.2% | 2.20% | +31.1% |
Q3 2022 | $11,161,000 | -3.7% | 296,293 | -0.4% | 1.68% | -0.3% |
Q2 2022 | $11,595,000 | +716.5% | 297,466 | +830.3% | 1.68% | +754.8% |
Q1 2022 | $1,420,000 | -1.9% | 31,975 | -2.0% | 0.20% | -3.4% |
Q4 2021 | $1,447,000 | +6.9% | 32,613 | -0.2% | 0.20% | -2.9% |
Q3 2021 | $1,354,000 | -1.6% | 32,677 | -0.3% | 0.21% | -3.7% |
Q2 2021 | $1,376,000 | -1.6% | 32,791 | -5.2% | 0.22% | -14.5% |
Q1 2021 | $1,398,000 | -16.6% | 34,585 | -28.2% | 0.26% | -18.0% |
Q4 2020 | $1,677,000 | -69.6% | 48,162 | -74.7% | 0.31% | -76.0% |
Q3 2020 | $5,509,000 | -11.1% | 190,493 | -12.9% | 1.29% | -19.5% |
Q2 2020 | $6,199,000 | +31.1% | 218,735 | +11.7% | 1.61% | +9.5% |
Q1 2020 | $4,729,000 | -5.5% | 195,757 | +48.8% | 1.47% | +52.4% |
Q4 2019 | $5,003,000 | – | 131,522 | – | 0.96% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |