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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $425,000 | -11.8% | 9,984 | 0.0% | 10.62% | +11.4% |
| Q3 2018 | $482,000 | +1.0% | 9,984 | 0.0% | 9.53% | -9.0% |
| Q2 2018 | $477,000 | -4.0% | 9,984 | 0.0% | 10.47% | +2.1% |
| Q1 2018 | $497,000 | -1.6% | 9,984 | 0.0% | 10.25% | -2.2% |
| Q4 2017 | $505,000 | +2.2% | 9,984 | 0.0% | 10.49% | +89.8% |
| Q3 2017 | $494,000 | +16.2% | 9,984 | +11.1% | 5.53% | +6.1% |
| Q2 2017 | $425,000 | +4.2% | 8,984 | 0.0% | 5.21% | +10.7% |
| Q1 2017 | $408,000 | +3.6% | 8,984 | 0.0% | 4.70% | +12.6% |
| Q4 2016 | $394,000 | -10.7% | 8,984 | -12.0% | 4.18% | -9.2% |
| Q3 2016 | $441,000 | -30.0% | 10,204 | -24.4% | 4.60% | +526.4% |
| Q4 2014 | $630,000 | – | 13,492 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |