WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,649 | -3.3% | 4,749 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,010 | +1.0% | 4,749 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $221,778 | +6.1% | 4,749 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $209,003 | -2.3% | 4,749 | -17.0% | 0.01% | -11.1% |
| Q3 2022 | $214,000 | -11.2% | 5,723 | -0.5% | 0.01% | -10.0% |
| Q2 2022 | $241,000 | -15.1% | 5,749 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $284,000 | +4.0% | 5,749 | +0.0% | 0.01% | -9.1% |
| Q3 2021 | $273,000 | -5.5% | 5,748 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $289,000 | +4.3% | 5,849 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $277,000 | +3.0% | 5,849 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $269,000 | +11.2% | 5,849 | +0.0% | 0.01% | 0.0% |
| Q3 2020 | $242,000 | -6.2% | 5,848 | -7.6% | 0.01% | -18.8% |
| Q2 2020 | $258,000 | +10.3% | 6,331 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $234,000 | -24.5% | 6,331 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $310,000 | +6.5% | 6,331 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $291,000 | -2.3% | 6,331 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $298,000 | +1.7% | 6,331 | +0.0% | 0.02% | 0.0% |
| Q1 2019 | $293,000 | +9.3% | 6,330 | +0.4% | 0.02% | +5.6% |
| Q4 2018 | $268,000 | +354.2% | 6,307 | +414.9% | 0.02% | +350.0% |
| Q3 2018 | $59,000 | -72.3% | 1,225 | -71.5% | 0.00% | -77.8% |
| Q3 2017 | $213,000 | +4.9% | 4,300 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $203,000 | -45.1% | 4,300 | -49.8% | 0.02% | -51.4% |
| Q4 2015 | $370,000 | +24.6% | 8,570 | +22.5% | 0.04% | -11.9% |
| Q3 2015 | $297,000 | -11.1% | 6,995 | 0.0% | 0.04% | +27.3% |
| Q2 2015 | $334,000 | -3.2% | 6,995 | -1.1% | 0.03% | -2.9% |
| Q1 2015 | $345,000 | +4.5% | 7,070 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $330,000 | – | 7,070 | – | 0.03% | – |
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% |