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 | $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. | 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% |