WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 61 filers reported holding WISDOMTREE TR in Q4 2014. 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% | – |
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% |