WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,884,000 | -27.8% | 51,000 | -4.3% | 0.15% | -5.7% |
| Q4 2019 | $2,610,000 | +2.6% | 53,273 | -3.7% | 0.16% | -5.9% |
| Q3 2019 | $2,543,000 | -6.3% | 55,331 | -3.9% | 0.17% | -5.6% |
| Q2 2019 | $2,713,000 | +0.4% | 57,576 | -1.2% | 0.18% | -12.3% |
| Q1 2019 | $2,703,000 | -2.7% | 58,285 | -10.8% | 0.20% | -17.1% |
| Q4 2018 | $2,779,000 | +63.9% | 65,349 | +85.8% | 0.25% | +60.8% |
| Q3 2018 | $1,696,000 | +3.6% | 35,172 | +2.7% | 0.15% | -0.6% |
| Q2 2018 | $1,637,000 | -4.7% | 34,262 | -0.7% | 0.15% | -11.5% |
| Q1 2018 | $1,718,000 | +8.5% | 34,506 | +10.3% | 0.17% | +7.4% |
| Q4 2017 | $1,584,000 | +5.3% | 31,277 | +3.0% | 0.16% | -3.6% |
| Q3 2017 | $1,504,000 | -1.8% | 30,368 | -6.3% | 0.17% | -7.7% |
| Q2 2017 | $1,532,000 | -10.1% | 32,403 | -13.7% | 0.18% | -14.6% |
| Q1 2017 | $1,704,000 | +5.7% | 37,526 | -0.3% | 0.21% | -4.9% |
| Q4 2016 | $1,612,000 | -0.9% | 37,652 | +0.1% | 0.22% | -5.9% |
| Q3 2016 | $1,627,000 | -1.4% | 37,625 | -5.6% | 0.24% | -9.8% |
| Q2 2016 | $1,650,000 | -4.7% | 39,875 | -3.6% | 0.26% | -7.0% |
| Q1 2016 | $1,732,000 | -14.4% | 41,353 | -11.8% | 0.28% | -18.6% |
| Q4 2015 | $2,023,000 | – | 46,873 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |