WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,259 | -2.6% | 1,520 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,916 | -27.4% | 1,520 | -29.2% | 0.00% | -33.3% |
| Q1 2023 | $88,025 | +109931.2% | 2,148 | +10.8% | 0.00% | -40.0% |
| Q4 2022 | $80 | -99.9% | 1,938 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $73,000 | -13.1% | 1,938 | -9.8% | 0.00% | +33.3% |
| Q2 2022 | $84,000 | -55.1% | 2,148 | -49.1% | 0.00% | -40.0% |
| Q1 2022 | $187,000 | -80.4% | 4,217 | -80.4% | 0.01% | -76.2% |
| Q4 2021 | $952,000 | +164.4% | 21,468 | +147.4% | 0.02% | +110.0% |
| Q3 2021 | $360,000 | -10.9% | 8,679 | -9.8% | 0.01% | -9.1% |
| Q2 2021 | $404,000 | -63.0% | 9,623 | -64.2% | 0.01% | -62.1% |
| Q1 2021 | $1,091,000 | – | 26,874 | – | 0.03% | – |
Download | ||||||
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% |