WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $244,000 | -10.6% | 6,529 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $273,000 | -13.9% | 6,529 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $317,000 | -1.9% | 6,529 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $323,000 | +4.2% | 6,529 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $310,000 | -3.7% | 6,529 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $322,000 | +4.2% | 6,529 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $309,000 | +3.0% | 6,529 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $300,000 | +11.1% | 6,529 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $270,000 | +1.5% | 6,529 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $266,000 | -15.8% | 6,529 | -23.6% | 0.02% | -26.7% |
| Q1 2020 | $316,000 | -53.5% | 8,547 | -38.5% | 0.03% | -42.3% |
| Q4 2019 | $680,000 | +1.5% | 13,887 | -4.8% | 0.05% | -8.8% |
| Q3 2019 | $670,000 | -2.5% | 14,580 | +0.0% | 0.06% | -8.1% |
| Q2 2019 | $687,000 | +0.6% | 14,576 | -1.0% | 0.06% | -4.6% |
| Q1 2019 | $683,000 | +9.1% | 14,725 | +0.0% | 0.06% | -4.4% |
| Q4 2018 | $626,000 | -12.7% | 14,720 | -1.0% | 0.07% | -10.5% |
| Q3 2018 | $717,000 | +1.0% | 14,867 | +0.0% | 0.08% | -5.0% |
| Q2 2018 | $710,000 | -4.1% | 14,863 | +0.1% | 0.08% | -7.0% |
| Q1 2018 | $740,000 | -4.5% | 14,850 | -2.9% | 0.09% | -3.4% |
| Q4 2017 | $775,000 | +2.4% | 15,298 | +0.0% | 0.09% | -3.3% |
| Q3 2017 | $757,000 | +4.7% | 15,294 | +0.0% | 0.09% | 0.0% |
| Q2 2017 | $723,000 | +4.6% | 15,290 | +0.4% | 0.09% | +1.1% |
| Q1 2017 | $691,000 | +6.3% | 15,229 | +0.3% | 0.09% | -15.0% |
| Q4 2016 | $650,000 | +90.1% | 15,189 | +91.9% | 0.11% | +72.6% |
| Q3 2016 | $342,000 | +4.6% | 7,913 | +0.0% | 0.06% | +10.7% |
| Q2 2016 | $327,000 | -12.6% | 7,910 | -11.3% | 0.06% | -23.3% |
| Q1 2016 | $374,000 | -2.9% | 8,920 | +0.1% | 0.07% | -9.9% |
| Q4 2015 | $385,000 | +1.9% | 8,915 | +0.1% | 0.08% | -3.6% |
| Q3 2015 | $378,000 | -11.1% | 8,909 | +0.1% | 0.08% | 0.0% |
| Q2 2015 | $425,000 | -1.8% | 8,903 | +0.2% | 0.08% | +3.7% |
| Q1 2015 | $433,000 | -4.8% | 8,889 | -8.7% | 0.08% | -31.9% |
| Q4 2014 | $455,000 | -19.0% | 9,732 | -10.1% | 0.12% | -34.6% |
| Q1 2014 | $562,000 | -6.0% | 10,823 | -5.9% | 0.18% | -6.2% |
| Q4 2013 | $598,000 | -99.9% | 11,503 | -6.5% | 0.19% | -7.6% |
| Q3 2013 | $608,000,000 | +111870.5% | 12,308 | 0.0% | 0.21% | +7.1% |
| Q2 2013 | $543,000 | – | 12,308 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |