WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 64 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $18,000 | +5.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $17,000 | -32.0% | 400 | -33.3% | 0.01% | -40.0% |
| Q1 2016 | $25,000 | -58.3% | 600 | -56.5% | 0.01% | -52.4% |
| Q4 2015 | $60,000 | +1.7% | 1,380 | 0.0% | 0.02% | -4.5% |
| Q3 2015 | $59,000 | -97.5% | 1,380 | -97.2% | 0.02% | -97.3% |
| Q2 2015 | $2,332,000 | – | 48,860 | – | 0.80% | – |
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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% |