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 | $213,382 | -2.2% | 5,210 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $218,109 | +1.1% | 5,187 | -1.4% | 0.06% | -6.7% |
| Q1 2023 | $215,673 | -0.0% | 5,263 | +0.4% | 0.06% | -7.7% |
| Q4 2022 | $215,758 | +7.9% | 5,244 | -1.3% | 0.06% | -1.5% |
| Q3 2022 | $200,000 | -3.8% | 5,312 | -0.4% | 0.07% | -2.9% |
| Q2 2022 | $208,000 | -15.1% | 5,336 | -3.2% | 0.07% | -9.3% |
| Q1 2022 | $245,000 | -7.9% | 5,511 | -8.2% | 0.08% | -7.4% |
| Q4 2021 | $266,000 | +7.3% | 6,002 | +0.5% | 0.08% | -8.0% |
| Q3 2021 | $248,000 | -2.4% | 5,972 | -1.3% | 0.09% | -6.4% |
| Q2 2021 | $254,000 | -7.3% | 6,048 | -10.7% | 0.09% | -20.3% |
| Q1 2021 | $274,000 | – | 6,775 | – | 0.12% | – |
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% |