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 | $1,901,149 | -5.8% | 46,415 | -3.3% | 1.29% | -3.4% |
| Q2 2023 | $2,018,521 | +7.6% | 48,003 | +4.8% | 1.34% | +2.1% |
| Q1 2023 | $1,876,316 | +7.4% | 45,786 | +7.9% | 1.31% | +1.9% |
| Q4 2022 | $1,746,223 | +12.6% | 42,446 | +3.1% | 1.29% | +4.0% |
| Q3 2022 | $1,551,000 | -1.3% | 41,178 | +2.1% | 1.24% | +2.4% |
| Q2 2022 | $1,571,000 | -5.8% | 40,312 | +7.4% | 1.21% | +4.0% |
| Q1 2022 | $1,668,000 | -6.1% | 37,542 | -6.3% | 1.16% | -7.3% |
| Q4 2021 | $1,777,000 | – | 40,052 | – | 1.25% | – |
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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% |