WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $225 | -99.9% | 4,815 | -16.0% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | -1.1% | 5,735 | -3.8% | 0.00% | -50.0% |
| Q4 2020 | $274,000 | -11.6% | 5,960 | -20.4% | 0.00% | 0.0% |
| Q3 2020 | $310,000 | -8.8% | 7,490 | -10.0% | 0.00% | -33.3% |
| Q2 2020 | $340,000 | +7.3% | 8,321 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $317,000 | -15.7% | 8,589 | +11.8% | 0.00% | 0.0% |
| Q4 2019 | $376,000 | +6.5% | 7,682 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $353,000 | -2.2% | 7,682 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $361,000 | +7.8% | 7,667 | +6.1% | 0.00% | 0.0% |
| Q1 2019 | $335,000 | +8.1% | 7,225 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $310,000 | -15.5% | 7,300 | -4.0% | 0.00% | -25.0% |
| Q3 2018 | $367,000 | -16.2% | 7,604 | -17.0% | 0.00% | -20.0% |
| Q2 2018 | $438,000 | +4.5% | 9,161 | +9.0% | 0.01% | 0.0% |
| Q1 2018 | $419,000 | +22.2% | 8,406 | +24.2% | 0.01% | +25.0% |
| Q4 2017 | $343,000 | +43.5% | 6,768 | +38.3% | 0.00% | -42.9% |
| Q1 2015 | $239,000 | +17.7% | 4,894 | +20.7% | 0.01% | +16.7% |
| Q3 2014 | $203,000 | – | 4,055 | – | 0.01% | – |
Download | ||||||
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% |