WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |