WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 76 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,391,312 | -10.9% | 381,221 | -7.9% | 0.01% | -11.1% |
| Q2 2023 | $19,518,953 | -24.4% | 413,800 | -25.2% | 0.01% | -25.0% |
| Q1 2023 | $25,822,536 | +5.5% | 552,945 | -0.6% | 0.01% | -7.7% |
| Q4 2022 | $24,483,876 | +14.6% | 556,325 | -2.5% | 0.01% | +8.3% |
| Q3 2022 | $21,357,000 | +10472.8% | 570,737 | +11697.0% | 0.01% | – |
| Q2 2022 | $202,000 | -12.9% | 4,838 | +1.2% | 0.00% | – |
| Q1 2022 | $232,000 | -1.3% | 4,779 | +0.4% | 0.00% | – |
| Q4 2021 | $235,000 | -63.3% | 4,758 | -64.7% | 0.00% | – |
| Q3 2021 | $640,000 | -7.9% | 13,471 | -4.3% | 0.00% | – |
| Q2 2021 | $695,000 | +3.9% | 14,081 | -0.5% | 0.00% | – |
| Q1 2021 | $669,000 | -19.5% | 14,145 | -21.8% | 0.00% | -100.0% |
| Q4 2020 | $831,000 | -12.7% | 18,090 | -21.5% | 0.00% | 0.0% |
| Q3 2020 | $952,000 | +2.4% | 23,035 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $930,000 | +11.8% | 22,788 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $832,000 | -44.8% | 22,534 | -26.8% | 0.00% | -50.0% |
| Q4 2019 | $1,508,000 | +64.6% | 30,781 | +54.5% | 0.00% | +100.0% |
| Q3 2019 | $916,000 | +3.5% | 19,927 | +6.0% | 0.00% | 0.0% |
| Q2 2019 | $885,000 | +37.6% | 18,791 | +35.5% | 0.00% | 0.0% |
| Q1 2019 | $643,000 | +93.1% | 13,869 | +76.9% | 0.00% | 0.0% |
| Q4 2018 | $333,000 | -33.0% | 7,838 | -24.6% | 0.00% | 0.0% |
| Q2 2018 | $497,000 | +1.2% | 10,394 | +5.4% | 0.00% | 0.0% |
| Q1 2018 | $491,000 | -4.8% | 9,859 | -3.4% | 0.00% | 0.0% |
| Q4 2017 | $516,000 | +1.4% | 10,202 | -0.6% | 0.00% | 0.0% |
| Q3 2017 | $509,000 | +4.9% | 10,268 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $485,000 | +3.6% | 10,251 | -0.4% | 0.00% | 0.0% |
| Q1 2017 | $468,000 | -4.9% | 10,294 | -10.3% | 0.00% | -50.0% |
| Q4 2016 | $492,000 | -13.4% | 11,476 | -12.7% | 0.00% | 0.0% |
| Q3 2016 | $568,000 | +23.5% | 13,140 | +18.2% | 0.00% | 0.0% |
| Q2 2016 | $460,000 | -19.4% | 11,120 | -18.4% | 0.00% | 0.0% |
| Q1 2016 | $571,000 | -52.0% | 13,630 | -50.6% | 0.00% | -60.0% |
| Q4 2015 | $1,190,000 | +89.2% | 27,583 | +86.3% | 0.01% | +66.7% |
| Q3 2015 | $629,000 | -73.7% | 14,805 | -70.4% | 0.00% | -72.7% |
| Q2 2015 | $2,390,000 | -35.0% | 50,074 | -33.6% | 0.01% | -42.1% |
| Q1 2015 | $3,678,000 | +451.4% | 75,458 | +428.9% | 0.02% | +171.4% |
| Q4 2014 | $667,000 | -57.9% | 14,267 | -55.0% | 0.01% | -56.2% |
| Q3 2014 | $1,586,000 | -34.9% | 31,738 | -30.3% | 0.02% | -36.0% |
| Q2 2014 | $2,435,000 | +26.7% | 45,550 | +23.1% | 0.02% | +19.0% |
| Q1 2014 | $1,922,000 | +0.3% | 37,008 | +0.3% | 0.02% | -4.5% |
| Q4 2013 | $1,917,000 | +29.8% | 36,883 | +23.3% | 0.02% | +22.2% |
| Q3 2013 | $1,477,000 | -5.4% | 29,921 | -15.5% | 0.02% | -10.0% |
| Q2 2013 | $1,561,000 | – | 35,394 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |