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 | $736,909 | -24.5% | 17,991 | -22.5% | 0.44% | -24.3% |
| Q2 2023 | $976,529 | +0.5% | 23,223 | -2.1% | 0.58% | -5.2% |
| Q1 2023 | $972,144 | -15.0% | 23,722 | -14.7% | 0.61% | -18.5% |
| Q4 2022 | $1,143,637 | +7.0% | 27,799 | -2.0% | 0.75% | -0.7% |
| Q3 2022 | $1,069,000 | -6.4% | 28,376 | -3.1% | 0.76% | +0.9% |
| Q2 2022 | $1,142,000 | -13.1% | 29,292 | -1.1% | 0.75% | +4.2% |
| Q4 2021 | $1,314,000 | -0.4% | 29,630 | -0.2% | 0.72% | -5.3% |
| Q1 2021 | $1,319,000 | – | 29,684 | – | 0.76% | – |
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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% |