WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 93 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,973 | -67.2% | 7,584 | -66.4% | 0.00% | – |
| Q1 2023 | $1,054,486 | -21.6% | 22,580 | -26.1% | 0.00% | – |
| Q4 2022 | $1,344,753 | +42.9% | 30,556 | +21.5% | 0.00% | – |
| Q3 2022 | $941,000 | +226.7% | 25,144 | +265.5% | 0.00% | – |
| Q2 2022 | $288,000 | -67.7% | 6,879 | -62.5% | 0.00% | – |
| Q1 2022 | $891,000 | -56.3% | 18,325 | -55.6% | 0.00% | – |
| Q4 2021 | $2,039,000 | +147.5% | 41,260 | +138.0% | 0.00% | – |
| Q3 2021 | $824,000 | +107.6% | 17,335 | +115.4% | 0.00% | – |
| Q2 2021 | $397,000 | -50.3% | 8,049 | -52.2% | 0.00% | – |
| Q1 2021 | $798,000 | +169.6% | 16,856 | +161.9% | 0.00% | – |
| Q4 2020 | $296,000 | -62.2% | 6,437 | -66.1% | 0.00% | – |
| Q3 2020 | $784,000 | -10.6% | 18,978 | -11.7% | 0.00% | – |
| Q2 2020 | $877,000 | -36.9% | 21,485 | -42.9% | 0.00% | – |
| Q1 2020 | $1,389,000 | +90.8% | 37,618 | +137.5% | 0.00% | – |
| Q3 2019 | $728,000 | -66.0% | 15,841 | -65.2% | 0.00% | -100.0% |
| Q2 2019 | $2,142,000 | +864.9% | 45,463 | +884.7% | 0.00% | – |
| Q3 2018 | $222,000 | -46.5% | 4,617 | -46.8% | 0.00% | – |
| Q2 2018 | $415,000 | -6.1% | 8,677 | -2.2% | 0.00% | – |
| Q1 2018 | $442,000 | +3.8% | 8,873 | +5.5% | 0.00% | – |
| Q4 2017 | $426,000 | -59.2% | 8,412 | -60.1% | 0.00% | – |
| Q3 2017 | $1,043,000 | -38.4% | 21,072 | -41.1% | 0.00% | – |
| Q2 2017 | $1,692,000 | +607.9% | 35,780 | +577.7% | 0.00% | – |
| Q1 2017 | $239,000 | -64.9% | 5,280 | -66.8% | 0.00% | – |
| Q4 2016 | $680,000 | -19.3% | 15,884 | -18.5% | 0.00% | – |
| Q3 2016 | $843,000 | -9.2% | 19,498 | -13.0% | 0.00% | – |
| Q2 2016 | $928,000 | +2.3% | 22,420 | +3.5% | 0.00% | – |
| Q1 2016 | $907,000 | -42.7% | 21,662 | -40.9% | 0.00% | – |
| Q4 2015 | $1,583,000 | +7.8% | 36,679 | +6.2% | 0.00% | – |
| Q3 2015 | $1,468,000 | -47.4% | 34,548 | -40.9% | 0.00% | -100.0% |
| Q2 2015 | $2,791,000 | +98.5% | 58,478 | +102.7% | 0.00% | – |
| Q1 2015 | $1,406,000 | +21.5% | 28,844 | +16.6% | 0.00% | – |
| Q4 2014 | $1,157,000 | -58.9% | 24,744 | -56.0% | 0.00% | -100.0% |
| Q3 2014 | $2,812,000 | -71.6% | 56,297 | -69.6% | 0.00% | 0.0% |
| Q2 2014 | $9,892,000 | +520.2% | 185,048 | +502.6% | 0.00% | – |
| Q1 2014 | $1,595,000 | +0.5% | 30,709 | +0.6% | 0.00% | – |
| Q4 2013 | $1,587,000 | -43.4% | 30,523 | -46.2% | 0.00% | – |
| Q3 2013 | $2,804,000 | +18.7% | 56,752 | +5.9% | 0.00% | -100.0% |
| Q2 2013 | $2,362,000 | – | 53,573 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |