FOSTER DYKEMA CABOT & CO INC/MA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FOSTER DYKEMA CABOT & CO INC/MA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$205,000
-43.4%
4,339
-48.2%
0.04%
-53.2%
Q3 2016$362,0008,3710.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Key FInancial Inc 262,488$11,974,7034.04%
Powers Advisory Group, LLC 80,471$3,671,0662.49%
BIP Wealth, LLC 200,003$9,124,2210.84%
HUNTINGTON NATIONAL BANK 1,630,873$74,400,4520.75%
Avidian Wealth Solutions, LLC 145,188$6,623,4550.47%
Meridian Financial Partners LLC 8,290$3720.38%
CX Institutional 131,072$5,979,5030.33%
Baystate Wealth Management LLC 64,262$2,931,6440.24%
StrategIQ Financial Group, LLC 45,456$2,073,6840.24%
Altrius Capital Management Inc 17,245$786,7580.23%
View complete list of WISDOMTREE TR shareholders