WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 346 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,364,244 | +2.8% | 50,553 | +7.2% | 1.02% | -3.7% |
| Q1 2024 | $2,299,441 | +11.2% | 47,147 | +4.2% | 1.06% | +0.5% |
| Q4 2023 | $2,067,286 | +11.9% | 45,246 | +0.3% | 1.06% | +6.5% |
| Q3 2023 | $1,847,015 | +4.9% | 45,093 | +7.7% | 0.99% | +8.2% |
| Q2 2023 | $1,760,242 | +0.8% | 41,861 | -1.7% | 0.92% | -1.0% |
| Q1 2023 | $1,745,962 | +0.6% | 42,605 | +1.0% | 0.93% | -4.3% |
| Q4 2022 | $1,735,609 | +7.1% | 42,188 | -2.0% | 0.97% | +1.8% |
| Q3 2022 | $1,621,000 | -9.4% | 43,041 | -6.3% | 0.95% | -5.1% |
| Q2 2022 | $1,790,000 | -20.9% | 45,932 | -9.9% | 1.00% | -19.0% |
| Q1 2022 | $2,264,000 | +4.3% | 50,972 | +4.2% | 1.24% | +0.9% |
| Q4 2021 | $2,170,000 | +10.8% | 48,923 | +3.5% | 1.23% | +4.9% |
| Q3 2021 | $1,959,000 | +5.8% | 47,261 | +7.0% | 1.17% | +1.0% |
| Q2 2021 | $1,852,000 | +44.6% | 44,160 | +39.3% | 1.16% | +36.9% |
| Q1 2021 | $1,281,000 | +21.2% | 31,704 | +4.4% | 0.85% | +108.4% |
| Q4 2020 | $1,057,000 | – | 30,377 | – | 0.41% | – |
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% |