WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,791,503 | +0.8% | 92,566 | +3.5% | 0.15% | +6.6% |
| Q2 2023 | $3,760,581 | +113960.7% | 89,431 | +11.2% | 0.14% | +8.7% |
| Q1 2023 | $3,297 | -2.6% | 80,451 | -2.3% | 0.13% | -5.3% |
| Q4 2022 | $3,386 | -99.9% | 82,307 | +0.3% | 0.13% | +0.8% |
| Q3 2022 | $3,090,000 | -6.9% | 82,026 | -3.7% | 0.13% | -3.6% |
| Q2 2022 | $3,320,000 | – | 85,176 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |