WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,496,387 | +13.0% | 54,722 | +16.8% | 0.00% | 0.0% |
| Q2 2023 | $2,209,288 | +35.3% | 46,837 | +33.9% | 0.00% | +50.0% |
| Q1 2023 | $1,633,219 | +20.0% | 34,973 | +13.1% | 0.00% | 0.0% |
| Q4 2022 | $1,360,560 | +54.1% | 30,915 | +31.0% | 0.00% | 0.0% |
| Q3 2022 | $883,000 | -0.1% | 23,602 | +11.8% | 0.00% | 0.0% |
| Q2 2022 | $884,000 | -45.5% | 21,120 | -36.7% | 0.00% | -33.3% |
| Q1 2022 | $1,623,000 | +4.8% | 33,381 | +6.5% | 0.00% | 0.0% |
| Q4 2021 | $1,549,000 | -2.1% | 31,333 | -5.9% | 0.00% | 0.0% |
| Q3 2021 | $1,582,000 | +14.6% | 33,290 | +19.1% | 0.00% | 0.0% |
| Q2 2021 | $1,380,000 | +21.8% | 27,961 | +16.8% | 0.00% | +50.0% |
| Q1 2021 | $1,133,000 | +10.0% | 23,931 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $1,030,000 | +11.7% | 22,428 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $922,000 | +6.8% | 22,304 | +5.5% | 0.00% | -33.3% |
| Q2 2020 | $863,000 | -15.1% | 21,139 | -23.3% | 0.00% | -25.0% |
| Q1 2020 | $1,017,000 | -23.4% | 27,550 | +1.6% | 0.00% | -20.0% |
| Q4 2019 | $1,328,000 | +11.0% | 27,107 | +4.1% | 0.01% | 0.0% |
| Q3 2019 | $1,196,000 | +11.7% | 26,038 | +14.5% | 0.01% | +25.0% |
| Q2 2019 | $1,071,000 | -30.5% | 22,735 | -31.6% | 0.00% | -42.9% |
| Q1 2019 | $1,541,000 | +42.3% | 33,239 | +30.5% | 0.01% | +40.0% |
| Q4 2018 | $1,083,000 | +216.7% | 25,467 | +258.9% | 0.01% | +150.0% |
| Q3 2018 | $342,000 | +36.8% | 7,096 | +35.5% | 0.00% | +100.0% |
| Q2 2018 | $250,000 | +1.6% | 5,238 | +6.2% | 0.00% | 0.0% |
| Q1 2018 | $246,000 | +207.5% | 4,932 | +213.1% | 0.00% | 0.0% |
| Q4 2017 | $80,000 | +135.3% | 1,575 | +132.3% | 0.00% | – |
| Q3 2017 | $34,000 | -2.9% | 678 | -8.0% | 0.00% | – |
| Q2 2017 | $35,000 | -14.6% | 737 | -18.9% | 0.00% | – |
| Q1 2017 | $41,000 | +28.1% | 909 | +20.7% | 0.00% | – |
| Q4 2016 | $32,000 | +255.6% | 753 | +276.5% | 0.00% | – |
| Q4 2014 | $9,000 | – | 200 | – | 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% |