WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 363 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $114,399 | -4.1% | 2,446 | 0.0% | 0.00% | – |
| Q1 2024 | $119,291 | +4.6% | 2,446 | -2.0% | 0.00% | – |
| Q4 2023 | $114,042 | +6.2% | 2,496 | -4.8% | 0.00% | – |
| Q3 2023 | $107,356 | -2.6% | 2,621 | 0.0% | 0.00% | – |
| Q2 2023 | $110,213 | +2.6% | 2,621 | 0.0% | 0.00% | – |
| Q1 2023 | $107,409 | -0.4% | 2,621 | 0.0% | 0.00% | – |
| Q4 2022 | $107,828 | +8.9% | 2,621 | 0.0% | 0.00% | – |
| Q3 2022 | $99,000 | +57.1% | 2,621 | +61.7% | 0.00% | – |
| Q2 2022 | $63,000 | -22.2% | 1,621 | -11.0% | 0.00% | – |
| Q1 2022 | $81,000 | +12.5% | 1,821 | +12.3% | 0.00% | – |
| Q4 2021 | $72,000 | +323.5% | 1,621 | +305.2% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q4 2020 | $14,000 | – | 400 | – | 0.00% | – |
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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% |