WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 47 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $304,000 | -56.8% | 8,233 | -42.6% | 0.02% | -43.9% |
| Q4 2019 | $703,000 | -2.4% | 14,351 | -8.4% | 0.04% | -8.9% |
| Q3 2019 | $720,000 | -2.4% | 15,674 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $738,000 | -0.9% | 15,674 | -2.5% | 0.05% | -2.1% |
| Q1 2019 | $745,000 | +5.5% | 16,074 | -3.2% | 0.05% | -7.8% |
| Q4 2018 | $706,000 | -16.2% | 16,609 | -4.9% | 0.05% | -3.8% |
| Q3 2018 | $842,000 | +1.0% | 17,458 | 0.0% | 0.05% | -5.4% |
| Q2 2018 | $834,000 | -2.6% | 17,458 | +1.5% | 0.06% | -3.4% |
| Q1 2018 | $856,000 | -5.0% | 17,193 | -3.4% | 0.06% | -4.9% |
| Q4 2017 | $901,000 | -0.4% | 17,803 | -2.5% | 0.06% | -7.6% |
| Q3 2017 | $905,000 | +4.7% | 18,268 | 0.0% | 0.07% | -2.9% |
| Q2 2017 | $864,000 | +5.6% | 18,268 | +1.4% | 0.07% | 0.0% |
| Q1 2017 | $818,000 | +5.3% | 18,016 | -0.8% | 0.07% | 0.0% |
| Q4 2016 | $777,000 | -10.8% | 18,154 | -9.9% | 0.07% | -13.9% |
| Q3 2016 | $871,000 | -0.8% | 20,139 | -5.0% | 0.08% | -6.0% |
| Q2 2016 | $878,000 | +6.7% | 21,210 | +7.9% | 0.08% | +2.4% |
| Q1 2016 | $823,000 | -5.9% | 19,653 | -3.0% | 0.08% | -9.9% |
| Q4 2015 | $875,000 | -8.2% | 20,268 | -9.7% | 0.09% | -12.5% |
| Q3 2015 | $953,000 | -6.7% | 22,436 | +4.8% | 0.10% | +1.0% |
| Q2 2015 | $1,021,000 | -3.8% | 21,404 | -1.7% | 0.10% | -3.7% |
| Q1 2015 | $1,061,000 | +2.4% | 21,768 | -1.8% | 0.11% | -0.9% |
| Q4 2014 | $1,036,000 | -3.6% | 22,172 | +3.1% | 0.11% | -8.5% |
| Q3 2014 | $1,075,000 | -2.5% | 21,512 | +4.3% | 0.12% | -1.7% |
| Q2 2014 | $1,103,000 | +1.0% | 20,632 | -1.9% | 0.12% | -3.2% |
| Q1 2014 | $1,092,000 | -8.2% | 21,032 | -8.1% | 0.12% | -11.4% |
| Q4 2013 | $1,190,000 | +6.0% | 22,893 | +0.7% | 0.14% | -4.1% |
| Q3 2013 | $1,123,000 | +8.5% | 22,736 | -3.1% | 0.15% | +4.3% |
| Q2 2013 | $1,035,000 | – | 23,474 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |