WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,101 | -1.9% | 1,418 | +0.6% | 0.04% | +2.4% |
| Q2 2023 | $59,251 | +3.3% | 1,409 | +0.7% | 0.04% | -4.7% |
| Q1 2023 | $57,344 | +0.1% | 1,399 | +0.5% | 0.04% | -8.5% |
| Q4 2022 | $57,263 | +10.1% | 1,392 | +0.9% | 0.05% | -2.1% |
| Q3 2022 | $52,000 | -1.9% | 1,379 | +0.8% | 0.05% | -9.4% |
| Q2 2022 | $53,000 | -11.7% | 1,368 | +0.7% | 0.05% | +10.4% |
| Q1 2022 | $60,000 | -1.6% | 1,358 | -1.6% | 0.05% | +4.3% |
| Q4 2021 | $61,000 | +7.0% | 1,380 | +0.8% | 0.05% | +2.2% |
| Q3 2021 | $57,000 | 0.0% | 1,369 | +0.6% | 0.04% | +2.3% |
| Q2 2021 | $57,000 | +3.6% | 1,361 | +0.6% | 0.04% | -4.3% |
| Q1 2021 | $55,000 | +17.0% | 1,353 | +0.2% | 0.05% | +4.5% |
| Q4 2020 | $47,000 | +20.5% | 1,350 | +1.0% | 0.04% | +4.8% |
| Q3 2020 | $39,000 | +2.6% | 1,336 | +0.6% | 0.04% | -4.5% |
| Q2 2020 | $38,000 | +81.0% | 1,328 | +52.6% | 0.04% | +51.7% |
| Q1 2020 | $21,000 | -36.4% | 870 | +0.7% | 0.03% | -14.7% |
| Q4 2019 | $33,000 | – | 864 | – | 0.03% | – |
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% |