WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 68 filers reported holding WISDOMTREE TR in Q2 2016. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |