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 ↓ |
|---|---|---|---|
| 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% |