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 | $1,164,698 | -11.4% | 28,435 | -9.1% | 0.27% | -9.5% |
| Q2 2023 | $1,315,282 | -1.9% | 31,279 | -4.4% | 0.29% | -6.7% |
| Q1 2023 | $1,341,152 | +10.2% | 32,727 | +9.9% | 0.32% | -26.1% |
| Q4 2022 | $1,217,541 | -24.4% | 29,776 | -30.3% | 0.43% | -32.7% |
| Q3 2022 | $1,610,000 | -7.3% | 42,745 | +2.4% | 0.63% | +7.5% |
| Q2 2022 | $1,737,000 | -3.2% | 41,725 | +3.3% | 0.59% | +9.5% |
| Q1 2022 | $1,794,000 | +10.7% | 40,379 | +10.5% | 0.54% | +12.6% |
| Q4 2021 | $1,621,000 | +57.7% | 36,542 | +57.4% | 0.48% | +55.7% |
| Q3 2021 | $1,028,000 | +120.1% | 23,221 | +106.8% | 0.31% | +110.3% |
| Q2 2021 | $467,000 | +98.7% | 11,230 | +101.3% | 0.15% | +97.3% |
| Q1 2021 | $235,000 | – | 5,580 | – | 0.07% | – |
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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% |