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 | $10,670,804 | -0.9% | 260,518 | +1.8% | 2.66% | +2.9% |
| Q2 2023 | $10,766,053 | +5.1% | 256,030 | +2.4% | 2.59% | -0.2% |
| Q1 2023 | $10,241,945 | +0.3% | 249,919 | +0.7% | 2.59% | -4.8% |
| Q4 2022 | $10,209,361 | +12.2% | 248,166 | +2.8% | 2.72% | +2.6% |
| Q3 2022 | $9,103,000 | -3.8% | 241,476 | -0.7% | 2.66% | +0.8% |
| Q2 2022 | $9,466,000 | -16.7% | 243,115 | -5.1% | 2.64% | -6.0% |
| Q1 2022 | $11,365,000 | -4.2% | 256,156 | -4.3% | 2.80% | +2.5% |
| Q4 2021 | $11,867,000 | +10.9% | 267,630 | +3.6% | 2.74% | +2.0% |
| Q3 2021 | $10,704,000 | +3.0% | 258,403 | +4.3% | 2.68% | +0.1% |
| Q2 2021 | $10,394,000 | +6.1% | 247,762 | +2.2% | 2.68% | -1.2% |
| Q1 2021 | $9,792,000 | -35.6% | 242,408 | -44.5% | 2.71% | -41.1% |
| Q4 2020 | $15,199,000 | +29.2% | 436,623 | +7.4% | 4.60% | +11.6% |
| Q3 2020 | $11,764,000 | +15.1% | 406,676 | +12.8% | 4.12% | -8.9% |
| Q2 2020 | $10,220,000 | +22.5% | 360,619 | +4.4% | 4.53% | +8.8% |
| Q1 2020 | $8,341,000 | -34.2% | 345,501 | +3.8% | 4.16% | -17.7% |
| Q4 2019 | $12,667,000 | – | 332,983 | – | 5.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |