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 | $529,281 | -3.1% | 12,922 | -0.5% | 0.22% | +0.9% |
| Q2 2023 | $546,118 | +2.6% | 12,987 | +0.0% | 0.22% | -3.9% |
| Q1 2023 | $532,112 | -0.4% | 12,985 | +0.0% | 0.23% | -6.1% |
| Q4 2022 | $534,107 | +8.5% | 12,983 | -0.7% | 0.25% | -2.8% |
| Q3 2022 | $492,312 | -5.0% | 13,069 | -1.7% | 0.25% | -1.9% |
| Q2 2022 | $518,134 | -15.4% | 13,292 | -3.6% | 0.26% | -1.9% |
| Q1 2022 | $612,535 | +0.1% | 13,790 | +0.0% | 0.26% | +7.3% |
| Q4 2021 | $611,663 | – | 13,789 | – | 0.25% | – |
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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% |