WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,668,000 | +2.4% | 233,844 | +5.9% | 0.00% | 0.0% |
| Q2 2023 | $10,415,000 | -0.6% | 220,790 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $10,483,000 | +6.7% | 224,464 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $9,824,000 | +36.7% | 223,226 | +16.2% | 0.00% | +50.0% |
| Q3 2022 | $7,188,000 | +87.3% | 192,111 | +109.4% | 0.00% | +100.0% |
| Q2 2022 | $3,838,000 | -14.1% | 91,741 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $4,467,000 | -1.6% | 91,891 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,541,000 | +7.8% | 91,902 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $4,211,000 | -3.0% | 88,591 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $4,340,000 | +7.5% | 87,937 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $4,036,000 | -9.0% | 85,276 | -11.7% | 0.00% | 0.0% |
| Q4 2020 | $4,437,000 | +1.7% | 96,596 | -8.5% | 0.00% | -50.0% |
| Q3 2020 | $4,362,000 | -2.2% | 105,566 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $4,461,000 | -12.8% | 109,300 | -21.1% | 0.00% | 0.0% |
| Q1 2020 | $5,116,000 | -27.6% | 138,529 | -3.9% | 0.00% | -33.3% |
| Q4 2019 | $7,063,000 | +26.9% | 144,169 | +19.0% | 0.00% | +50.0% |
| Q3 2019 | $5,565,000 | -5.4% | 121,106 | -3.0% | 0.00% | 0.0% |
| Q2 2019 | $5,882,000 | -4.5% | 124,836 | -6.0% | 0.00% | -33.3% |
| Q1 2019 | $6,159,000 | -2.5% | 132,841 | -10.6% | 0.00% | 0.0% |
| Q4 2018 | $6,320,000 | -8.4% | 148,648 | +4.0% | 0.00% | 0.0% |
| Q3 2018 | $6,896,000 | +4.7% | 142,972 | +3.7% | 0.00% | 0.0% |
| Q2 2018 | $6,587,000 | +6.9% | 137,819 | +11.4% | 0.00% | 0.0% |
| Q1 2018 | $6,163,000 | +19.6% | 123,754 | +21.6% | 0.00% | +50.0% |
| Q4 2017 | $5,153,000 | -13.9% | 101,783 | -15.8% | 0.00% | -33.3% |
| Q3 2017 | $5,988,000 | +25.7% | 120,906 | +20.0% | 0.00% | +50.0% |
| Q2 2017 | $4,762,000 | -8.9% | 100,746 | -12.6% | 0.00% | -33.3% |
| Q1 2017 | $5,230,000 | +7.9% | 115,219 | +1.8% | 0.00% | 0.0% |
| Q4 2016 | $4,847,000 | -0.6% | 113,188 | +0.4% | 0.00% | 0.0% |
| Q3 2016 | $4,876,000 | -14.2% | 112,751 | -17.9% | 0.00% | 0.0% |
| Q2 2016 | $5,682,000 | -7.9% | 137,287 | -6.8% | 0.00% | -25.0% |
| Q1 2016 | $6,167,000 | -16.0% | 147,247 | -13.5% | 0.00% | -20.0% |
| Q4 2015 | $7,344,000 | +6.5% | 170,169 | +4.8% | 0.01% | 0.0% |
| Q3 2015 | $6,899,000 | -3.8% | 162,418 | +8.1% | 0.01% | 0.0% |
| Q2 2015 | $7,168,000 | +21.4% | 150,211 | +24.0% | 0.01% | +25.0% |
| Q1 2015 | $5,904,000 | +5.4% | 121,140 | +1.1% | 0.00% | 0.0% |
| Q4 2014 | $5,602,000 | -16.2% | 119,864 | -10.4% | 0.00% | -20.0% |
| Q3 2014 | $6,685,000 | -5.6% | 133,808 | +1.0% | 0.01% | 0.0% |
| Q2 2014 | $7,079,000 | +11.3% | 132,437 | +8.1% | 0.01% | 0.0% |
| Q1 2014 | $6,363,000 | -0.8% | 122,525 | -0.7% | 0.01% | 0.0% |
| Q4 2013 | $6,415,000 | +7.5% | 123,442 | +2.2% | 0.01% | 0.0% |
| Q3 2013 | $5,965,000 | +52.9% | 120,795 | +36.5% | 0.01% | +66.7% |
| Q2 2013 | $3,902,000 | – | 88,491 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |