WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,097,085 | +15.8% | 99,589 | +6.1% | 2.56% | +7.3% |
| Q3 2022 | $3,538,000 | -2.5% | 93,904 | +0.9% | 2.38% | +3.6% |
| Q2 2022 | $3,628,000 | -12.3% | 93,064 | -0.1% | 2.30% | +8.4% |
| Q1 2022 | $4,136,000 | +4.2% | 93,121 | +4.0% | 2.12% | +10.2% |
| Q4 2021 | $3,971,000 | +8.9% | 89,510 | +1.8% | 1.93% | +4.2% |
| Q3 2021 | $3,646,000 | +4.4% | 87,951 | +5.7% | 1.85% | +17.2% |
| Q2 2021 | $3,491,000 | +56.1% | 83,210 | +50.4% | 1.58% | +40.1% |
| Q1 2021 | $2,237,000 | +12.8% | 55,334 | -2.9% | 1.13% | -7.9% |
| Q4 2020 | $1,984,000 | – | 56,989 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |