WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 346 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,014,909 | -0.7% | 21,700 | +3.5% | 0.36% | +3.2% |
| Q1 2024 | $1,022,366 | +5.6% | 20,963 | -1.1% | 0.35% | -11.4% |
| Q4 2023 | $968,217 | +9.6% | 21,191 | -1.7% | 0.39% | +11.6% |
| Q3 2023 | $883,384 | -4.2% | 21,567 | -1.7% | 0.35% | -8.8% |
| Q2 2023 | $922,325 | +2.8% | 21,934 | +0.2% | 0.39% | +5.2% |
| Q1 2023 | $896,806 | -4.3% | 21,884 | -3.9% | 0.37% | -1.9% |
| Q4 2022 | $936,634 | +9.2% | 22,767 | 0.0% | 0.38% | -20.7% |
| Q3 2022 | $857,633 | -11.7% | 22,767 | -8.7% | 0.47% | -12.6% |
| Q2 2022 | $971,771 | -11.8% | 24,930 | +0.5% | 0.54% | +11.1% |
| Q1 2022 | $1,101,838 | +3.9% | 24,805 | +3.8% | 0.49% | +21.1% |
| Q4 2021 | $1,060,248 | – | 23,901 | – | 0.40% | – |
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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% |