WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 402 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,201 | -2.7% | 25,686 | +1.5% | 0.10% | -10.1% |
| Q1 2024 | $1,234 | +48.9% | 25,299 | +39.5% | 0.11% | +36.2% |
| Q4 2023 | $829 | +66.8% | 18,141 | +49.5% | 0.08% | +53.8% |
| Q3 2023 | $497 | -15.2% | 12,138 | -12.9% | 0.05% | -11.9% |
| Q2 2023 | $586 | -10.3% | 13,934 | -12.2% | 0.06% | -30.6% |
| Q4 2022 | $653 | -99.8% | 15,875 | +50.0% | 0.08% | +70.0% |
| Q3 2022 | $399,000 | +8.4% | 10,584 | +12.2% | 0.05% | +13.6% |
| Q2 2022 | $368,000 | +54.0% | 9,429 | +75.5% | 0.04% | +91.3% |
| Q1 2022 | $239,000 | -38.6% | 5,374 | -49.9% | 0.02% | -61.0% |
| Q2 2019 | $389,000 | +1.0% | 10,737 | -0.2% | 0.06% | -6.3% |
| Q1 2019 | $385,000 | +12.9% | 10,758 | -0.1% | 0.06% | -1.6% |
| Q4 2018 | $341,000 | -33.5% | 10,768 | -22.6% | 0.06% | -23.8% |
| Q3 2018 | $513,000 | +3.0% | 13,913 | 0.0% | 0.08% | -2.3% |
| Q2 2018 | $498,000 | – | 13,913 | – | 0.09% | – |
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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% |