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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $987,822 | +11.3% | 24,117 | +14.2% | 0.35% | +6.4% |
| Q2 2023 | $887,924 | -1.6% | 21,116 | -4.1% | 0.33% | -6.3% |
| Q1 2023 | $902,560 | -3.7% | 22,024 | -3.3% | 0.35% | -11.0% |
| Q4 2022 | $937,042 | -6.2% | 22,777 | -14.1% | 0.39% | -19.7% |
| Q3 2022 | $999,000 | -11.9% | 26,519 | -8.3% | 0.49% | -10.8% |
| Q2 2022 | $1,134,000 | +9.8% | 28,923 | +24.4% | 0.55% | +21.1% |
| Q1 2022 | $1,033,000 | +151.3% | 23,253 | +150.9% | 0.45% | +142.5% |
| Q4 2021 | $411,000 | +7.0% | 9,266 | +0.0% | 0.19% | -1.6% |
| Q3 2021 | $384,000 | -1.3% | 9,264 | +0.0% | 0.19% | -4.5% |
| Q2 2021 | $389,000 | +2.9% | 9,263 | -0.9% | 0.20% | -15.7% |
| Q1 2021 | $378,000 | +16.3% | 9,347 | +0.0% | 0.24% | +53.6% |
| Q4 2020 | $325,000 | – | 9,346 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |