WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 89 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $12,000 | 0.0% | 296 | +0.7% | 0.00% | 0.0% |
Q2 2020 | $12,000 | +9.1% | 294 | +1.0% | 0.00% | 0.0% |
Q1 2020 | $11,000 | -21.4% | 291 | +0.7% | 0.00% | 0.0% |
Q4 2019 | $14,000 | +7.7% | 289 | +2.8% | 0.00% | 0.0% |
Q2 2019 | $13,000 | 0.0% | 281 | +0.7% | 0.00% | 0.0% |
Q1 2019 | $13,000 | +8.3% | 279 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -7.7% | 279 | +1.5% | 0.00% | 0.0% |
Q3 2018 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $13,000 | 0.0% | 275 | +1.9% | 0.00% | 0.0% |
Q1 2018 | $13,000 | -7.1% | 270 | +1.1% | 0.00% | -25.0% |
Q4 2017 | $14,000 | +7.7% | 267 | +0.4% | 0.00% | 0.0% |
Q3 2017 | $13,000 | +8.3% | 266 | +1.5% | 0.00% | 0.0% |
Q2 2017 | $12,000 | 0.0% | 262 | +0.8% | 0.00% | 0.0% |
Q1 2017 | $12,000 | +33.3% | 260 | +30.0% | 0.00% | +33.3% |
Q4 2015 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | – | 200 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |