WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 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. | 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% |