WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,060 | -3.1% | 11,904 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $560,238 | -1.5% | 11,877 | -2.5% | 0.01% | -14.3% |
| Q1 2023 | $568,946 | +6.1% | 12,183 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $536,174 | +7.0% | 12,183 | -9.1% | 0.01% | -12.5% |
| Q3 2022 | $501,000 | -10.7% | 13,400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $561,000 | -9.2% | 13,400 | +5.3% | 0.01% | 0.0% |
| Q1 2022 | $618,000 | -1.7% | 12,723 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $629,000 | +4.0% | 12,723 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $605,000 | +6.5% | 12,723 | +10.6% | 0.01% | 0.0% |
| Q2 2021 | $568,000 | +4.2% | 11,506 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $545,000 | +3.0% | 11,506 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $529,000 | -19.5% | 11,506 | -27.7% | 0.01% | +18.2% |
| Q3 2020 | $657,000 | +34.6% | 15,924 | +33.3% | 0.01% | -21.4% |
| Q2 2020 | $488,000 | +10.7% | 11,950 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $441,000 | -24.7% | 11,950 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $586,000 | – | 11,950 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |