WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 38 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $280,000 | -1.4% | 6,760 | -0.2% | 0.04% | -2.7% |
| Q1 2016 | $284,000 | -2.7% | 6,775 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $292,000 | +1.4% | 6,775 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $288,000 | -10.8% | 6,775 | 0.0% | 0.04% | +2.7% |
| Q2 2015 | $323,000 | +10.6% | 6,775 | +12.9% | 0.04% | +8.8% |
| Q1 2015 | $292,000 | +4.3% | 6,000 | 0.0% | 0.03% | +3.0% |
| Q4 2014 | $280,000 | +12.0% | 6,000 | +20.0% | 0.03% | +10.0% |
| Q3 2014 | $250,000 | -41.6% | 5,000 | -37.5% | 0.03% | -45.5% |
| Q2 2014 | $428,000 | +3.1% | 8,000 | 0.0% | 0.06% | -1.8% |
| Q1 2014 | $415,000 | -6.1% | 8,000 | -5.9% | 0.06% | -6.7% |
| Q4 2013 | $442,000 | +5.2% | 8,500 | 0.0% | 0.06% | -3.2% |
| Q3 2013 | $420,000 | -2.3% | 8,500 | -12.8% | 0.06% | -11.4% |
| Q2 2013 | $430,000 | – | 9,750 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |