WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 69 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,731,661 | +311.6% | 57,911 | +307.5% | 0.06% | +353.8% |
| Q1 2023 | $663,747 | +32.2% | 14,213 | +24.6% | 0.01% | -7.1% |
| Q4 2022 | $501,978 | +9.4% | 11,406 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $459,000 | -72.2% | 12,272 | -68.9% | 0.01% | -69.6% |
| Q2 2022 | $1,653,000 | +538.2% | 39,517 | +635.2% | 0.05% | +2.2% |
| Q3 2018 | $259,000 | -87.4% | 5,375 | -87.5% | 0.04% | -80.1% |
| Q2 2018 | $2,057,000 | +746.5% | 43,040 | +782.1% | 0.23% | +606.2% |
| Q1 2018 | $243,000 | +17.4% | 4,879 | +19.1% | 0.03% | +146.2% |
| Q4 2017 | $207,000 | -84.4% | 4,096 | -84.7% | 0.01% | -76.8% |
| Q3 2017 | $1,324,000 | +213.7% | 26,748 | +187.5% | 0.06% | +124.0% |
| Q2 2017 | $422,000 | 0.0% | 9,303 | 0.0% | 0.02% | -46.8% |
| Q1 2017 | $422,000 | -57.0% | 9,303 | -60.7% | 0.05% | -35.6% |
| Q2 2016 | $981,000 | +188.5% | 23,700 | +195.9% | 0.07% | +55.3% |
| Q3 2015 | $340,000 | +41.1% | 8,010 | +58.6% | 0.05% | +56.7% |
| Q2 2015 | $241,000 | -56.1% | 5,049 | -57.0% | 0.03% | -68.4% |
| Q4 2014 | $549,000 | – | 11,747 | – | 0.10% | – |
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% |