WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $12,089,000 | -5.3% | 252,962 | -1.3% | 2.38% | -4.3% |
| Q1 2018 | $12,759,000 | -4.7% | 256,197 | -3.1% | 2.49% | -3.9% |
| Q4 2017 | $13,389,000 | +38.5% | 264,458 | +35.5% | 2.59% | +14.6% |
| Q3 2017 | $9,668,000 | -36.3% | 195,227 | -39.2% | 2.26% | -40.4% |
| Q2 2017 | $15,180,000 | -24.0% | 321,133 | -27.1% | 3.79% | -18.4% |
| Q1 2017 | $19,986,000 | +6.9% | 440,212 | +0.9% | 4.64% | -3.5% |
| Q4 2016 | $18,689,000 | -14.3% | 436,449 | -13.5% | 4.81% | -18.3% |
| Q3 2016 | $21,810,000 | -6.3% | 504,283 | -10.3% | 5.89% | -9.3% |
| Q2 2016 | $23,267,000 | +20.9% | 562,144 | +22.4% | 6.49% | +10.3% |
| Q1 2016 | $19,240,000 | +6.6% | 459,411 | +9.9% | 5.89% | -4.2% |
| Q4 2015 | $18,045,000 | +2.9% | 418,102 | +1.3% | 6.14% | -2.0% |
| Q3 2015 | $17,536,000 | -10.7% | 412,814 | +0.3% | 6.27% | -2.2% |
| Q2 2015 | $19,632,000 | 0.0% | 411,393 | +2.1% | 6.41% | +1.3% |
| Q1 2015 | $19,632,000 | +14.8% | 402,783 | +10.1% | 6.33% | +12.6% |
| Q4 2014 | $17,096,000 | +2.7% | 365,838 | +9.8% | 5.62% | -1.0% |
| Q3 2014 | $16,650,000 | -3.9% | 333,257 | +2.8% | 5.68% | -3.1% |
| Q2 2014 | $17,322,000 | +4.8% | 324,080 | +1.8% | 5.86% | +0.2% |
| Q1 2014 | $16,524,000 | -38.8% | 318,204 | -42.4% | 5.85% | +4.7% |
| Q4 2013 | $26,993,000 | +91.2% | 552,071 | +93.1% | 5.58% | +1.5% |
| Q3 2013 | $14,116,000 | -37.6% | 285,867 | -43.8% | 5.50% | +9.9% |
| Q2 2013 | $22,634,000 | – | 508,770 | – | 5.01% | – |
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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% |