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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,924,375 | +9.8% | 151,784 | +13.5% | 0.01% | 0.0% |
| Q2 2023 | $6,308,896 | +31.8% | 133,748 | +30.5% | 0.01% | +25.0% |
| Q1 2023 | $4,788,028 | +19.5% | 102,527 | +12.6% | 0.00% | +33.3% |
| Q4 2022 | $4,005,762 | +48.1% | 91,019 | +25.9% | 0.00% | 0.0% |
| Q3 2022 | $2,704,000 | +9.4% | 72,273 | +22.4% | 0.00% | +50.0% |
| Q2 2022 | $2,471,000 | +10.5% | 59,069 | +28.4% | 0.00% | 0.0% |
| Q1 2022 | $2,236,000 | +4.9% | 45,988 | +6.6% | 0.00% | 0.0% |
| Q4 2021 | $2,132,000 | +15.1% | 43,143 | +10.7% | 0.00% | 0.0% |
| Q3 2021 | $1,852,000 | +29.5% | 38,956 | +34.4% | 0.00% | +100.0% |
| Q2 2021 | $1,430,000 | +23.0% | 28,988 | +18.0% | 0.00% | 0.0% |
| Q1 2021 | $1,163,000 | -4.8% | 24,563 | -7.6% | 0.00% | -50.0% |
| Q4 2020 | $1,221,000 | -12.4% | 26,588 | -21.2% | 0.00% | 0.0% |
| Q3 2020 | $1,394,000 | +12.3% | 33,733 | +10.9% | 0.00% | 0.0% |
| Q2 2020 | $1,241,000 | +6.4% | 30,412 | -3.7% | 0.00% | -33.3% |
| Q1 2020 | $1,166,000 | -30.1% | 31,578 | -7.2% | 0.00% | 0.0% |
| Q4 2019 | $1,667,000 | +294.1% | 34,026 | +270.0% | 0.00% | +200.0% |
| Q3 2019 | $423,000 | +8.5% | 9,196 | +11.0% | 0.00% | 0.0% |
| Q2 2019 | $390,000 | +21.1% | 8,284 | +19.3% | 0.00% | 0.0% |
| Q1 2019 | $322,000 | +21.5% | 6,945 | +11.3% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | -15.9% | 6,239 | -4.5% | 0.00% | 0.0% |
| Q3 2018 | $315,000 | +14.5% | 6,530 | +13.6% | 0.00% | 0.0% |
| Q2 2018 | $275,000 | -25.7% | 5,750 | -22.6% | 0.00% | 0.0% |
| Q1 2018 | $370,000 | -77.6% | 7,431 | -77.2% | 0.00% | -80.0% |
| Q4 2017 | $1,650,000 | +6.2% | 32,580 | +3.8% | 0.01% | 0.0% |
| Q3 2017 | $1,554,000 | +34.1% | 31,378 | +28.0% | 0.01% | +25.0% |
| Q2 2017 | $1,159,000 | +235.9% | 24,510 | +222.5% | 0.00% | +100.0% |
| Q1 2017 | $345,000 | -24.3% | 7,600 | -28.2% | 0.00% | -33.3% |
| Q4 2016 | $456,000 | -13.3% | 10,586 | -13.1% | 0.00% | -40.0% |
| Q3 2016 | $526,000 | -13.8% | 12,179 | -19.3% | 0.01% | 0.0% |
| Q2 2016 | $610,000 | -57.1% | 15,084 | -56.9% | 0.01% | +25.0% |
| Q1 2016 | $1,421,000 | -28.3% | 35,038 | -25.1% | 0.00% | -20.0% |
| Q4 2015 | $1,982,000 | +111.5% | 46,794 | +120.8% | 0.01% | 0.0% |
| Q3 2015 | $937,000 | -8.0% | 21,195 | -1.9% | 0.01% | 0.0% |
| Q2 2015 | $1,018,000 | +117.5% | 21,613 | +127.0% | 0.01% | +150.0% |
| Q1 2015 | $468,000 | -44.4% | 9,522 | -47.1% | 0.00% | -60.0% |
| Q4 2014 | $841,000 | -20.7% | 17,996 | -16.1% | 0.01% | -16.7% |
| Q3 2014 | $1,061,000 | -2.9% | 21,462 | +4.9% | 0.01% | 0.0% |
| Q2 2014 | $1,093,000 | +5.7% | 20,454 | +2.8% | 0.01% | 0.0% |
| Q1 2014 | $1,034,000 | -23.4% | 19,903 | -23.3% | 0.01% | -25.0% |
| Q4 2013 | $1,349,000 | +19.2% | 25,959 | +15.1% | 0.01% | 0.0% |
| Q3 2013 | $1,132,000 | +117.3% | 22,557 | +90.7% | 0.01% | +100.0% |
| Q2 2013 | $521,000 | – | 11,828 | – | 0.00% | – |
Download | ||||||
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% |