WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 48 filers reported holding WISDOMTREE TR in Q1 2014. 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% | – |
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% |