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 | $967,260 | +2.6% | 23,615 | +5.4% | 0.66% | +5.9% |
| Q2 2023 | $942,378 | +1.5% | 22,411 | -1.1% | 0.62% | +0.6% |
| Q1 2023 | $928,347 | +0.8% | 22,654 | +1.2% | 0.62% | +27.2% |
| Q4 2022 | $921,265 | +29.0% | 22,393 | +18.2% | 0.49% | +1.9% |
| Q3 2022 | $714,000 | +1.4% | 18,951 | +4.9% | 0.48% | +5.8% |
| Q2 2022 | $704,000 | -9.0% | 18,070 | +3.7% | 0.45% | -6.0% |
| Q1 2022 | $774,000 | +11.7% | 17,424 | +11.5% | 0.48% | -13.2% |
| Q4 2021 | $693,000 | – | 15,620 | – | 0.55% | – |
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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% |