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 | $1,711,285 | -1.9% | 41,779 | +0.7% | 1.46% | -7.2% |
| Q2 2023 | $1,745,173 | -0.1% | 41,502 | -2.6% | 1.57% | -18.0% |
| Q1 2023 | $1,746,964 | -0.4% | 42,630 | +0.0% | 1.91% | -11.9% |
| Q4 2022 | $1,753,690 | +10.2% | 42,627 | +0.9% | 2.17% | +2.9% |
| Q3 2022 | $1,591,000 | -4.0% | 42,226 | +0.7% | 2.11% | -1.4% |
| Q2 2022 | $1,657,000 | -10.3% | 41,914 | +0.7% | 2.14% | -11.3% |
| Q1 2022 | $1,848,000 | +0.4% | 41,612 | +0.3% | 2.41% | +21.5% |
| Q4 2021 | $1,840,000 | – | 41,478 | – | 1.98% | – |
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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% |