WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,601 | -4.7% | 17,251 | -0.5% | 0.33% | -5.2% |
| Q2 2023 | $741,066 | +4.8% | 17,343 | +0.5% | 0.35% | 0.0% |
| Q1 2023 | $706,946 | -0.4% | 17,251 | 0.0% | 0.35% | -4.9% |
| Q4 2022 | $709,706 | +9.2% | 17,251 | 0.0% | 0.37% | -0.8% |
| Q3 2022 | $650,000 | -3.3% | 17,251 | 0.0% | 0.37% | +0.8% |
| Q2 2022 | $672,000 | -12.3% | 17,251 | 0.0% | 0.37% | -0.3% |
| Q1 2022 | $766,000 | +0.1% | 17,251 | 0.0% | 0.37% | +9.5% |
| Q4 2021 | $765,000 | +7.0% | 17,251 | 0.0% | 0.34% | +3.7% |
| Q3 2021 | $715,000 | -1.2% | 17,251 | 0.0% | 0.32% | +8.7% |
| Q2 2021 | $724,000 | +20.5% | 17,251 | 0.0% | 0.30% | +1.7% |
| Q4 2020 | $601,000 | +20.4% | 17,251 | 0.0% | 0.29% | -4.2% |
| Q3 2020 | $499,000 | +2.0% | 17,251 | 0.0% | 0.31% | -10.8% |
| Q2 2020 | $489,000 | +118.3% | 17,251 | +86.0% | 0.34% | +68.1% |
| Q1 2020 | $224,000 | – | 9,273 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |