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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,676 | -17.1% | 10,953 | -14.3% | 0.00% | – |
| Q2 2023 | $603,021 | +3.0% | 12,784 | +2.0% | 0.00% | -100.0% |
| Q1 2023 | $585,571 | +98.8% | 12,539 | +87.3% | 0.00% | – |
| Q4 2022 | $294,559 | +13.7% | 6,693 | -3.4% | 0.00% | – |
| Q3 2022 | $259,000 | -11.3% | 6,932 | -0.5% | 0.00% | – |
| Q2 2022 | $292,000 | -13.9% | 6,969 | +0.0% | 0.00% | – |
| Q1 2022 | $339,000 | -6.4% | 6,968 | -4.9% | 0.00% | – |
| Q4 2021 | $362,000 | +7.4% | 7,330 | +3.5% | 0.00% | – |
| Q3 2021 | $337,000 | -3.4% | 7,080 | 0.0% | 0.00% | – |
| Q2 2021 | $349,000 | +5.8% | 7,080 | +1.7% | 0.00% | – |
| Q1 2021 | $330,000 | +1.9% | 6,965 | -1.2% | 0.00% | – |
| Q4 2020 | $324,000 | +11.0% | 7,049 | -0.4% | 0.00% | – |
| Q3 2020 | $292,000 | -16.3% | 7,077 | -17.3% | 0.00% | – |
| Q2 2020 | $349,000 | +11.1% | 8,562 | +0.8% | 0.00% | – |
| Q1 2020 | $314,000 | -28.1% | 8,498 | -4.8% | 0.00% | -100.0% |
| Q4 2019 | $437,000 | +1.9% | 8,929 | -4.4% | 0.00% | 0.0% |
| Q3 2019 | $429,000 | -10.8% | 9,343 | -8.5% | 0.00% | 0.0% |
| Q2 2019 | $481,000 | +1.1% | 10,211 | -0.5% | 0.00% | 0.0% |
| Q1 2019 | $476,000 | +12.8% | 10,266 | +3.5% | 0.00% | 0.0% |
| Q4 2018 | $422,000 | -4.7% | 9,919 | +8.1% | 0.00% | 0.0% |
| Q3 2018 | $443,000 | +19.7% | 9,178 | +18.6% | 0.00% | 0.0% |
| Q2 2018 | $370,000 | -37.2% | 7,737 | -34.6% | 0.00% | 0.0% |
| Q1 2018 | $589,000 | -10.8% | 11,836 | -9.2% | 0.00% | 0.0% |
| Q4 2017 | $660,000 | -8.8% | 13,041 | -10.8% | 0.00% | 0.0% |
| Q3 2017 | $724,000 | +10.7% | 14,626 | +5.8% | 0.00% | 0.0% |
| Q2 2017 | $654,000 | +3.3% | 13,826 | -0.8% | 0.00% | 0.0% |
| Q1 2017 | $633,000 | +6.6% | 13,939 | +0.5% | 0.00% | -50.0% |
| Q4 2016 | $594,000 | -12.3% | 13,872 | -11.3% | 0.00% | 0.0% |
| Q3 2016 | $677,000 | +3.7% | 15,642 | -0.8% | 0.00% | 0.0% |
| Q2 2016 | $653,000 | +3.8% | 15,771 | +5.0% | 0.00% | 0.0% |
| Q1 2016 | $629,000 | -3.8% | 15,025 | -0.9% | 0.00% | 0.0% |
| Q4 2015 | $654,000 | +5.5% | 15,162 | +3.8% | 0.00% | -33.3% |
| Q3 2015 | $620,000 | -12.3% | 14,601 | -1.5% | 0.00% | 0.0% |
| Q2 2015 | $707,000 | -1.4% | 14,820 | +0.7% | 0.00% | 0.0% |
| Q1 2015 | $717,000 | +5.0% | 14,711 | +0.7% | 0.00% | 0.0% |
| Q4 2014 | $683,000 | -15.9% | 14,610 | -10.1% | 0.00% | -40.0% |
| Q3 2014 | $812,000 | +5.3% | 16,252 | +12.7% | 0.01% | 0.0% |
| Q2 2014 | $771,000 | +48.0% | 14,417 | +36.6% | 0.01% | +25.0% |
| Q3 2013 | $521,000 | – | 10,556 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |