WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 48 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $4,000 | -95.7% | 120 | -93.6% | 0.00% | -92.6% |
Q4 2019 | $92,000 | +7.0% | 1,870 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $86,000 | -2.3% | 1,870 | 0.0% | 0.03% | -6.9% |
Q2 2019 | $88,000 | +1.1% | 1,870 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $87,000 | +8.8% | 1,870 | 0.0% | 0.03% | +3.6% |
Q4 2018 | $80,000 | -11.1% | 1,870 | 0.0% | 0.03% | +12.0% |
Q3 2018 | $90,000 | +1.1% | 1,870 | 0.0% | 0.02% | -3.8% |
Q2 2018 | $89,000 | -8.2% | 1,870 | -3.7% | 0.03% | -10.3% |
Q1 2018 | $97,000 | -44.9% | 1,942 | -46.1% | 0.03% | -48.2% |
Q1 2015 | $176,000 | -53.2% | 3,604 | -55.3% | 0.06% | -53.7% |
Q4 2014 | $376,000 | -9.0% | 8,054 | -2.5% | 0.12% | -11.7% |
Q3 2014 | $413,000 | -7.6% | 8,264 | -1.1% | 0.14% | -5.5% |
Q2 2014 | $447,000 | +3.0% | 8,359 | 0.0% | 0.14% | -11.0% |
Q1 2014 | $434,000 | +0.5% | 8,359 | +0.5% | 0.16% | 0.0% |
Q4 2013 | $432,000 | +22.7% | 8,319 | +16.9% | 0.16% | +13.2% |
Q3 2013 | $352,000 | – | 7,119 | – | 0.14% | – |
Download |
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% |