WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,493,213 | +13.1% | 74,689 | +17.9% | 0.63% | +6.4% |
| Q1 2024 | $3,089,298 | +45.4% | 63,344 | +36.2% | 0.59% | +32.1% |
| Q4 2023 | $2,125,135 | +82.5% | 46,512 | +63.6% | 0.45% | +68.8% |
| 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 ↓ |
|---|---|---|---|
| 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% |