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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,442,081 | +489.1% | 30,572 | +449.7% | 0.00% | – |
| Q4 2022 | $244,784 | -89.6% | 5,562 | -90.1% | 0.00% | -100.0% |
| Q2 2022 | $2,344,000 | +153.7% | 56,015 | +199.7% | 0.00% | – |
| Q4 2021 | $924,000 | +32.4% | 18,691 | +32.2% | 0.00% | – |
| Q2 2021 | $698,000 | +10.3% | 14,138 | +5.7% | 0.00% | – |
| Q1 2021 | $633,000 | +45.2% | 13,376 | +40.8% | 0.00% | – |
| Q4 2020 | $436,000 | -80.0% | 9,502 | -82.0% | 0.00% | -100.0% |
| Q3 2020 | $2,184,000 | -3.1% | 52,846 | -4.3% | 0.00% | 0.0% |
| Q2 2020 | $2,255,000 | +56.9% | 55,248 | +76.7% | 0.00% | 0.0% |
| Q3 2019 | $1,437,000 | -81.3% | 31,275 | -80.8% | 0.00% | -75.0% |
| Q2 2019 | $7,668,000 | +1559.7% | 162,777 | +1534.6% | 0.00% | – |
| Q1 2019 | $462,000 | +1.1% | 9,958 | -7.3% | 0.00% | – |
| Q4 2018 | $457,000 | -67.5% | 10,737 | -63.2% | 0.00% | -100.0% |
| Q3 2018 | $1,407,000 | -56.0% | 29,183 | -56.4% | 0.00% | -50.0% |
| Q2 2018 | $3,199,000 | +285.0% | 66,946 | +301.2% | 0.00% | – |
| Q1 2018 | $831,000 | +176.1% | 16,688 | +174.4% | 0.00% | – |
| Q3 2017 | $301,000 | -72.9% | 6,081 | -76.6% | 0.00% | -100.0% |
| Q4 2016 | $1,112,000 | +44.0% | 25,965 | +45.4% | 0.00% | 0.0% |
| Q3 2016 | $772,000 | -58.1% | 17,858 | -59.9% | 0.00% | -50.0% |
| Q2 2016 | $1,844,000 | +708.8% | 44,554 | +717.2% | 0.00% | – |
| Q1 2016 | $228,000 | -63.3% | 5,452 | -62.1% | 0.00% | -100.0% |
| Q4 2015 | $621,000 | – | 14,378 | – | 0.00% | – |
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% |