WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,440 | -2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,304 | +2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,456 | -0.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,583 | +8.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -11.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -10.3% | 792 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +8.3% | 880 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -2.7% | 880 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 880 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +16.1% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | -42.6% | 880 | -52.6% | 0.00% | 0.0% |
| Q3 2020 | $54,000 | +1.9% | 1,855 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +152.4% | 1,855 | +110.8% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -36.4% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | -53.5% | 880 | -54.8% | 0.00% | -50.0% |
| Q3 2019 | $71,000 | +121.9% | 1,945 | +121.0% | 0.00% | +100.0% |
| Q2 2019 | $32,000 | -33.3% | 880 | -34.8% | 0.00% | 0.0% |
| Q1 2019 | $48,000 | – | 1,350 | – | 0.00% | – |
Download | ||||||
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% |