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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $144,000 | +89.5% | 2,935 | +77.1% | 0.00% | 0.0% |
| Q3 2019 | $76,000 | -23.2% | 1,657 | -21.2% | 0.00% | 0.0% |
| Q2 2019 | $99,000 | -2.9% | 2,103 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $102,000 | -58.2% | 2,201 | -61.4% | 0.00% | -50.0% |
| Q4 2018 | $244,000 | -3.2% | 5,707 | +9.3% | 0.00% | 0.0% |
| Q3 2018 | $252,000 | -63.8% | 5,222 | -62.7% | 0.00% | -66.7% |
| Q2 2018 | $696,000 | 0.0% | 14,001 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $696,000 | -7.1% | 14,001 | -5.4% | 0.01% | -14.3% |
| Q4 2017 | $749,000 | +3.2% | 14,797 | +1.0% | 0.01% | -12.5% |
| Q3 2017 | $726,000 | +3.0% | 14,654 | -1.8% | 0.01% | 0.0% |
| Q2 2017 | $705,000 | +4.6% | 14,921 | +0.4% | 0.01% | -11.1% |
| Q1 2017 | $674,000 | +0.7% | 14,855 | -4.8% | 0.01% | 0.0% |
| Q4 2016 | $669,000 | -13.8% | 15,612 | -12.9% | 0.01% | -25.0% |
| Q3 2016 | $776,000 | +3.7% | 17,930 | -0.8% | 0.01% | 0.0% |
| Q2 2016 | $748,000 | -20.7% | 18,081 | -19.7% | 0.01% | -29.4% |
| Q1 2016 | $943,000 | -9.4% | 22,511 | -6.7% | 0.02% | -10.5% |
| Q4 2015 | $1,041,000 | -22.0% | 24,117 | -23.2% | 0.02% | -32.1% |
| Q3 2015 | $1,334,000 | -14.5% | 31,411 | -3.9% | 0.03% | -3.4% |
| Q2 2015 | $1,560,000 | -1.3% | 32,679 | +0.7% | 0.03% | -3.3% |
| Q1 2015 | $1,581,000 | -6.9% | 32,448 | -10.8% | 0.03% | -21.1% |
| Q4 2014 | $1,699,000 | -5.9% | 36,380 | +0.6% | 0.04% | -22.4% |
| Q3 2014 | $1,806,000 | +5.4% | 36,152 | +12.8% | 0.05% | +4.3% |
| Q2 2014 | $1,713,000 | +102.0% | 32,048 | +96.2% | 0.05% | +88.0% |
| Q1 2014 | $848,000 | +9.4% | 16,332 | +9.5% | 0.02% | +4.2% |
| Q4 2013 | $775,000 | +5.6% | 14,912 | +0.3% | 0.02% | -4.0% |
| Q3 2013 | $734,000 | +23.4% | 14,871 | +10.2% | 0.02% | +19.0% |
| Q2 2013 | $595,000 | – | 13,495 | – | 0.02% | – |
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% |