Gateway Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 372 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$212,737
-3.4%
4,549
+0.8%
0.06%
-19.0%
Q1 2024$220,122
+6.6%
4,514
-0.1%
0.08%
-4.8%
Q4 2023$206,441
-17.9%
4,518
-26.4%
0.08%
+84.4%
Q3 2023$251,428
+6.8%
6,138
+9.6%
0.04%
+7.1%
Q2 2023$235,4735,6000.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 651,009$24,009,00011.99%
RELIANCE TRUST CO 13,146$485,0009.59%
INSPIRION WEALTH ADVISORS, LLC 560,077$20,656,0008.76%
TMD & ASSOCIATES, INC 212,624$7,842,0005.59%
Linscomb Wealth, Inc. 1,763,979$65,056,0005.34%
SVA Wealth Management, LLC 1,077,220$39,728,0004.04%
Certified Advisory Corp 211,039$7,783,0003.60%
Financial Planning & Information Services, Inc. 239,595$8,836,0003.42%
CAPITAL WEALTH MANAGEMENT, LLC 93,567$3,451,0003.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 103,555$3,819,0002.95%
View complete list of WISDOMTREE TR shareholders