WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $661,000 | +6.1% | 13,357 | +1.4% | 0.00% | 0.0% |
| Q2 2017 | $623,000 | +17.1% | 13,176 | +12.5% | 0.00% | 0.0% |
| Q1 2017 | $532,000 | +23.4% | 11,711 | +16.4% | 0.00% | +33.3% |
| Q4 2016 | $431,000 | -37.4% | 10,060 | -36.7% | 0.00% | -40.0% |
| Q3 2016 | $688,000 | -4.3% | 15,904 | -8.5% | 0.01% | -16.7% |
| Q2 2016 | $719,000 | -5.9% | 17,380 | -4.7% | 0.01% | -14.3% |
| Q1 2016 | $764,000 | -13.2% | 18,244 | -10.6% | 0.01% | -12.5% |
| Q4 2015 | $880,000 | -41.1% | 20,396 | -42.0% | 0.01% | -50.0% |
| Q3 2015 | $1,494,000 | -14.4% | 35,180 | -3.8% | 0.02% | -5.9% |
| Q2 2015 | $1,746,000 | +7.2% | 36,588 | +9.5% | 0.02% | 0.0% |
| Q1 2015 | $1,628,000 | +44.2% | 33,403 | +38.2% | 0.02% | +30.8% |
| Q4 2014 | $1,129,000 | -29.7% | 24,165 | -24.8% | 0.01% | -35.0% |
| Q3 2014 | $1,605,000 | -3.5% | 32,120 | +3.2% | 0.02% | 0.0% |
| Q2 2014 | $1,663,000 | -15.0% | 31,118 | -17.4% | 0.02% | -25.9% |
| Q1 2014 | $1,957,000 | -5.5% | 37,685 | -5.4% | 0.03% | -10.0% |
| Q4 2013 | $2,070,000 | +8.7% | 39,839 | +3.3% | 0.03% | -3.2% |
| Q3 2013 | $1,904,000 | +19.7% | 38,548 | +6.8% | 0.03% | +10.7% |
| Q2 2013 | $1,591,000 | – | 36,083 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |