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 | $16,526,401 | -3.8% | 362,262 | -0.5% | 0.05% | -47.2% |
| Q2 2023 | $17,171,460 | +2.0% | 364,033 | +1.0% | 0.09% | +147.2% |
| Q1 2023 | $16,832,968 | +18.3% | 360,449 | +11.5% | 0.04% | +12.5% |
| Q4 2022 | $14,227,905 | +42.1% | 323,288 | +20.8% | 0.03% | +23.1% |
| Q3 2022 | $10,015,000 | +132.9% | 267,649 | +160.4% | 0.03% | +136.4% |
| Q2 2022 | $4,300,000 | -13.3% | 102,781 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $4,959,000 | -2.5% | 101,999 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $5,085,000 | -9.1% | 102,915 | -12.5% | 0.01% | -21.4% |
| Q3 2021 | $5,591,000 | -0.5% | 117,617 | +3.3% | 0.01% | -6.7% |
| Q2 2021 | $5,620,000 | +16.6% | 113,901 | +11.8% | 0.02% | -6.2% |
| Q1 2021 | $4,820,000 | -18.1% | 101,848 | -20.5% | 0.02% | -15.8% |
| Q4 2020 | $5,888,000 | +7.6% | 128,191 | -3.2% | 0.02% | -9.5% |
| Q3 2020 | $5,471,000 | -2.5% | 132,391 | -3.7% | 0.02% | -19.2% |
| Q2 2020 | $5,613,000 | +1.9% | 137,540 | -7.8% | 0.03% | -16.1% |
| Q1 2020 | $5,507,000 | +43.6% | 149,130 | +90.5% | 0.03% | +82.4% |
| Q4 2019 | $3,834,000 | +11.7% | 78,267 | +4.8% | 0.02% | -5.6% |
| Q3 2019 | $3,433,000 | -13.5% | 74,701 | -11.3% | 0.02% | -18.2% |
| Q2 2019 | $3,968,000 | +3.8% | 84,218 | +2.2% | 0.02% | +10.0% |
| Q1 2019 | $3,822,000 | +10.2% | 82,434 | +1.1% | 0.02% | -4.8% |
| Q4 2018 | $3,467,000 | +37.3% | 81,527 | +55.6% | 0.02% | +75.0% |
| Q3 2018 | $2,526,000 | +157.5% | 52,383 | +163.6% | 0.01% | -45.5% |
| Q3 2013 | $981,000 | +2.2% | 19,869 | -8.7% | 0.02% | -8.3% |
| Q2 2013 | $960,000 | – | 21,769 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |