WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253,719 | +34.7% | 49,402 | +39.2% | 0.00% | – |
| Q2 2023 | $1,673,544 | +547.8% | 35,479 | +504.4% | 0.00% | – |
| Q4 2022 | $258,339 | -67.2% | 5,870 | -68.8% | 0.00% | – |
| Q2 2022 | $788,000 | -47.0% | 18,827 | -39.8% | 0.00% | – |
| Q3 2021 | $1,487,000 | +8.3% | 31,274 | -5.9% | 0.00% | – |
| Q3 2020 | $1,373,000 | +123.3% | 33,233 | +120.6% | 0.00% | – |
| Q2 2020 | $615,000 | -2.1% | 15,063 | -11.4% | 0.00% | – |
| Q1 2020 | $628,000 | -38.3% | 17,007 | -18.2% | 0.00% | – |
| Q4 2019 | $1,018,000 | +30.3% | 20,782 | +13.1% | 0.00% | – |
| Q4 2018 | $781,000 | +135.2% | 18,367 | +166.7% | 0.00% | – |
| Q3 2018 | $332,000 | -68.2% | 6,886 | -68.5% | 0.00% | – |
| Q2 2018 | $1,044,000 | +281.0% | 21,842 | +295.3% | 0.00% | – |
| Q3 2017 | $274,000 | +6.2% | 5,526 | -2.7% | 0.00% | – |
| Q1 2017 | $258,000 | -50.2% | 5,682 | -54.6% | 0.00% | – |
| Q2 2016 | $518,000 | -18.7% | 12,525 | -15.1% | 0.00% | – |
| Q4 2015 | $637,000 | -63.4% | 14,758 | -63.9% | 0.00% | -100.0% |
| Q3 2015 | $1,739,000 | +256.4% | 40,921 | +300.4% | 0.00% | – |
| Q2 2015 | $488,000 | +132.4% | 10,221 | +137.1% | 0.00% | – |
| Q1 2015 | $210,000 | -89.4% | 4,310 | -89.8% | 0.00% | -100.0% |
| Q4 2014 | $1,977,000 | -35.6% | 42,313 | -31.1% | 0.00% | 0.0% |
| Q3 2014 | $3,068,000 | +797.1% | 61,416 | +859.5% | 0.00% | – |
| Q2 2014 | $342,000 | -69.2% | 6,401 | -70.1% | 0.00% | -100.0% |
| Q1 2014 | $1,110,000 | +409.2% | 21,396 | +409.4% | 0.00% | – |
| Q4 2013 | $218,000 | -82.2% | 4,200 | -83.0% | 0.00% | -100.0% |
| Q3 2013 | $1,223,000 | +172.4% | 24,763 | +143.2% | 0.00% | – |
| Q2 2013 | $449,000 | – | 10,184 | – | 0.00% | – |
Download | ||||||
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% |