WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 47 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $293,000 | -3.0% | 6,854 | -1.8% | 0.01% | 0.0% |
| Q3 2016 | $302,000 | +7.5% | 6,981 | +2.9% | 0.01% | 0.0% |
| Q2 2016 | $281,000 | +510.9% | 6,787 | +519.3% | 0.01% | +400.0% |
| Q1 2016 | $46,000 | -2.1% | 1,096 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $47,000 | +42.4% | 1,096 | +40.5% | 0.00% | -33.3% |
| Q3 2015 | $33,000 | -59.3% | 780 | -54.0% | 0.00% | -50.0% |
| Q2 2015 | $81,000 | -50.3% | 1,697 | -49.3% | 0.01% | -45.5% |
| Q1 2015 | $163,000 | +58.3% | 3,347 | +52.3% | 0.01% | 0.0% |
| Q4 2014 | $103,000 | +18.4% | 2,197 | +25.5% | 0.01% | +10.0% |
| Q3 2014 | $87,000 | -12.1% | 1,750 | -5.4% | 0.01% | -23.1% |
| Q2 2014 | $99,000 | -51.0% | 1,850 | -52.6% | 0.01% | -13.3% |
| Q1 2014 | $202,000 | +100.0% | 3,900 | +100.0% | 0.02% | 0.0% |
| Q4 2013 | $101,000 | +3.1% | 1,950 | -1.3% | 0.02% | -11.8% |
| Q3 2013 | $98,000 | -18.3% | 1,975 | -27.3% | 0.02% | -29.2% |
| Q2 2013 | $120,000 | – | 2,716 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |