WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 346 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,145,903 | +9.4% | 23,496 | +2.5% | 0.65% | +5.7% |
| Q4 2023 | $1,047,470 | +12.2% | 22,926 | +0.6% | 0.61% | -2.2% |
| Q3 2023 | $933,423 | +9.4% | 22,789 | +12.3% | 0.63% | +14.0% |
| Q2 2023 | $853,462 | +3.5% | 20,296 | +0.9% | 0.55% | -5.2% |
| Q1 2023 | $824,646 | +5.3% | 20,123 | +5.7% | 0.58% | -48.2% |
| Q4 2022 | $783,081 | +1.8% | 19,035 | -6.7% | 1.12% | +73.1% |
| Q3 2022 | $769,000 | -3.1% | 20,397 | +0.1% | 0.65% | +0.9% |
| Q2 2022 | $794,000 | +3.0% | 20,381 | +17.4% | 0.64% | +13.5% |
| Q1 2022 | $771,000 | -70.8% | 17,361 | -70.8% | 0.56% | -11.2% |
| Q4 2021 | $2,637,000 | – | 59,469 | – | 0.64% | – |
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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% |