WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,859,241 | -4.9% | 488,759 | -0.9% | 4.59% | -11.1% |
| Q1 2024 | $24,048,125 | +7.8% | 493,093 | +1.0% | 5.16% | +1.5% |
| Q4 2023 | $22,310,854 | +11.3% | 488,309 | -0.3% | 5.09% | -8.9% |
| Q3 2023 | $20,054,653 | -1.6% | 489,615 | +1.1% | 5.59% | +3.9% |
| Q2 2023 | $20,370,812 | +4.0% | 484,442 | +1.3% | 5.38% | -1.0% |
| Q1 2023 | $19,592,904 | +2.1% | 478,109 | +2.5% | 5.44% | -3.9% |
| Q4 2022 | $19,194,105 | +17.2% | 466,556 | +7.3% | 5.66% | +3.9% |
| Q3 2022 | $16,381,000 | +3.9% | 434,847 | +7.6% | 5.44% | +5.5% |
| Q2 2022 | $15,760,000 | -4.4% | 404,306 | +9.0% | 5.16% | -0.5% |
| Q1 2022 | $16,481,000 | +3.3% | 371,030 | +3.2% | 5.18% | +1.4% |
| Q4 2021 | $15,952,000 | +12.4% | 359,602 | +5.0% | 5.11% | +1.3% |
| Q3 2021 | $14,192,000 | +0.9% | 342,375 | +2.1% | 5.05% | -0.0% |
| Q2 2021 | $14,072,000 | +1.8% | 335,443 | -1.9% | 5.05% | -4.1% |
| Q1 2021 | $13,817,000 | +15.8% | 341,819 | -0.3% | 5.27% | +8.1% |
| Q4 2020 | $11,936,000 | +24.6% | 342,884 | +3.5% | 4.88% | +10.3% |
| Q3 2020 | $9,580,000 | +11.4% | 331,248 | +9.1% | 4.42% | +6.0% |
| Q2 2020 | $8,602,000 | +51.4% | 303,526 | +29.1% | 4.17% | +10.0% |
| Q1 2020 | $5,680,000 | -44.7% | 235,097 | -13.0% | 3.79% | -43.5% |
| Q4 2019 | $10,279,000 | – | 270,208 | – | 6.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |