WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,213,944 | -3.7% | 68,718 | +0.4% | 0.11% | -5.2% |
| Q1 2024 | $3,336,553 | +5.7% | 68,414 | -1.0% | 0.12% | -1.7% |
| Q4 2023 | $3,156,950 | -4.1% | 69,095 | -14.1% | 0.12% | -14.0% |
| Q3 2023 | $3,292,899 | +6.1% | 80,393 | +8.9% | 0.14% | +11.5% |
| Q2 2023 | $3,103,000 | -12.0% | 73,805 | -14.3% | 0.12% | -14.1% |
| Q1 2023 | $3,527,000 | -5.5% | 86,076 | -5.1% | 0.14% | -1.4% |
| Q4 2022 | $3,733,000 | +9.1% | 90,744 | -0.1% | 0.14% | -1.4% |
| Q3 2022 | $3,422,000 | -4.8% | 90,830 | -1.5% | 0.15% | +1.4% |
| Q2 2022 | $3,594,000 | -4.5% | 92,201 | +8.8% | 0.14% | +12.5% |
| Q1 2022 | $3,763,000 | -2.2% | 84,731 | -2.3% | 0.13% | +5.8% |
| Q4 2021 | $3,846,000 | +5.2% | 86,710 | -1.7% | 0.12% | -5.5% |
| Q3 2021 | $3,657,000 | +0.2% | 88,219 | +1.4% | 0.13% | +10.3% |
| Q2 2021 | $3,650,000 | -0.4% | 87,027 | -4.0% | 0.12% | -6.5% |
| Q1 2021 | $3,664,000 | +14.6% | 90,651 | -1.3% | 0.12% | +15.9% |
| Q4 2020 | $3,197,000 | +22.7% | 91,839 | +1.9% | 0.11% | +11.5% |
| Q3 2020 | $2,605,000 | -1.1% | 90,097 | -3.0% | 0.10% | -5.0% |
| Q2 2020 | $2,633,000 | +10.3% | 92,911 | -6.0% | 0.10% | +7.4% |
| Q1 2020 | $2,387,000 | -25.8% | 98,826 | +16.9% | 0.09% | -9.6% |
| Q4 2019 | $3,217,000 | +4.2% | 84,562 | -0.5% | 0.10% | +3.0% |
| Q3 2019 | $3,087,000 | +6.5% | 85,026 | +6.2% | 0.10% | +8.6% |
| Q2 2019 | $2,898,000 | -2.1% | 80,051 | -3.2% | 0.09% | -2.1% |
| Q1 2019 | $2,961,000 | +13.5% | 82,711 | +0.3% | 0.10% | +8.0% |
| Q4 2018 | $2,608,000 | -2.8% | 82,480 | +13.4% | 0.09% | +15.8% |
| Q3 2018 | $2,683,000 | – | 72,755 | – | 0.08% | – |
Download | ||||||
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% |