WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,448 | -2.6% | 2,550 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $107,228 | +2.6% | 2,550 | 0.0% | 0.08% | -11.7% |
| Q1 2023 | $104,499 | -0.4% | 2,550 | 0.0% | 0.09% | -6.9% |
| Q4 2022 | $104,907 | +6.0% | 2,550 | 0.0% | 0.10% | +8.6% |
| Q2 2022 | $99,000 | -12.4% | 2,550 | 0.0% | 0.09% | +6.9% |
| Q1 2022 | $113,000 | 0.0% | 2,550 | 0.0% | 0.09% | +6.1% |
| Q4 2021 | $113,000 | – | 2,550 | – | 0.08% | – |
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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% |