WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,845,629 | +7.7% | 39,462 | +12.3% | 0.95% | -0.5% |
| Q1 2024 | $1,714,129 | +23.0% | 35,148 | +15.3% | 0.96% | +7.8% |
| Q4 2023 | $1,393,341 | +27.1% | 30,495 | +14.4% | 0.89% | +9.5% |
| Q3 2023 | $1,096,359 | -3.5% | 26,662 | -1.3% | 0.81% | -9.5% |
| Q2 2023 | $1,136,125 | +9.4% | 27,018 | +6.6% | 0.90% | -2.6% |
| Q1 2023 | $1,038,309 | -0.6% | 25,337 | -0.2% | 0.92% | -12.7% |
| Q4 2022 | $1,044,277 | – | 25,384 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |