WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 312 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,173,017 | -1.2% | 69,447 | -11.5% | 1.80% | -11.1% |
| Q3 2023 | $3,213,073 | -19.3% | 78,444 | -17.2% | 2.03% | -16.9% |
| Q2 2023 | $3,982,147 | -1.5% | 94,700 | -4.0% | 2.44% | -4.4% |
| Q1 2023 | $4,043,570 | +0.5% | 98,672 | +0.9% | 2.55% | -2.2% |
| Q4 2022 | $4,025,128 | +86.5% | 97,840 | +70.8% | 2.61% | +69.4% |
| Q3 2022 | $2,158,000 | +47.1% | 57,298 | +52.2% | 1.54% | +54.0% |
| Q2 2022 | $1,467,000 | +319.1% | 37,647 | +377.1% | 1.00% | +373.9% |
| Q1 2022 | $350,000 | 0.0% | 7,890 | +0.0% | 0.21% | +1.9% |
| Q4 2021 | $350,000 | +6.7% | 7,887 | -0.4% | 0.21% | -1.9% |
| Q3 2021 | $328,000 | -2.4% | 7,921 | -1.2% | 0.21% | -1.9% |
| Q2 2021 | $336,000 | +3.7% | 8,020 | +0.1% | 0.22% | -3.2% |
| Q1 2021 | $324,000 | -29.4% | 8,015 | -39.3% | 0.22% | -34.3% |
| Q4 2020 | $459,000 | – | 13,195 | – | 0.34% | – |
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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% |