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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |