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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $576,000 | +54.4% | 12,694 | +45.5% | 0.01% | +66.7% |
| Q4 2016 | $373,000 | -1.1% | 8,722 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $377,000 | +4.4% | 8,722 | 0.0% | 0.00% | +33.3% |
| Q2 2016 | $361,000 | -1.1% | 8,722 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $365,000 | -2.9% | 8,722 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $376,000 | -12.1% | 8,722 | -4.7% | 0.00% | +50.0% |
| Q4 2014 | $428,000 | – | 9,153 | – | 0.00% | – |
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% |