WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $36,000 | +5.9% | 745 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 745 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $35,000 | 0.0% | 745 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 745 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $32,000 | -11.1% | 745 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | 0.0% | 745 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $36,000 | -2.7% | 745 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 745 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +2.7% | 745 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | +5.7% | 745 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | +2.9% | 745 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $34,000 | +6.2% | 745 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,000 | – | 745 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 280,443 | $14,224,069 | 3.41% |
| Powers Advisory Group, LLC | 82,661 | $4,192,557 | 2.29% |
| Evernest Financial Advisors, LLC | 88,332 | $4,480,182 | 2.01% |
| Cascade Financial Partners, LLC | 204,662 | $10,380,469 | 1.36% |
| BIP Wealth, LLC | 235,625 | $11,950,929 | 0.98% |
| HUNTINGTON NATIONAL BANK | 848,497 | $43,035,773 | 0.33% |
| Golden State Equity Partners | 29,400 | $1,491,162 | 0.31% |
| Avidian Wealth Solutions, LLC | 130,088 | $6,598,045 | 0.27% |
| Meridian Financial Partners LLC | 8,068 | $420 | 0.25% |
| Altrius Capital Management Inc | 17,090 | $866,804 | 0.23% |