WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,331,000 | +296.2% | 94,907 | +308.0% | 0.01% | +300.0% |
Q2 2023 | $1,093,000 | +107.0% | 23,263 | +105.9% | 0.00% | +100.0% |
Q1 2023 | $528,000 | +6.0% | 11,298 | -0.2% | 0.00% | 0.0% |
Q4 2022 | $498,000 | -11.7% | 11,322 | -24.7% | 0.00% | -50.0% |
Q3 2022 | $564,000 | -40.9% | 15,037 | -34.3% | 0.00% | 0.0% |
Q2 2022 | $955,000 | -19.8% | 22,873 | -6.7% | 0.00% | -33.3% |
Q1 2022 | $1,191,000 | -2.8% | 24,505 | -1.0% | 0.00% | 0.0% |
Q4 2021 | $1,225,000 | -5.9% | 24,765 | -9.5% | 0.00% | 0.0% |
Q3 2021 | $1,302,000 | -6.4% | 27,361 | -2.9% | 0.00% | -25.0% |
Q2 2021 | $1,391,000 | -3.1% | 28,182 | -7.0% | 0.00% | -20.0% |
Q1 2021 | $1,435,000 | +460.5% | 30,317 | +460.0% | 0.01% | +150.0% |
Q2 2018 | $256,000 | +5.3% | 5,414 | +10.4% | 0.00% | 0.0% |
Q1 2018 | $243,000 | +4.3% | 4,905 | +6.0% | 0.00% | 0.0% |
Q4 2017 | $233,000 | -10.0% | 4,626 | -11.6% | 0.00% | 0.0% |
Q3 2017 | $259,000 | +23.3% | 5,235 | +3.9% | 0.00% | +100.0% |
Q1 2016 | $210,000 | -64.3% | 5,040 | -62.9% | 0.00% | -85.7% |
Q4 2015 | $588,000 | +102.1% | 13,600 | +118.3% | 0.01% | +75.0% |
Q4 2014 | $291,000 | – | 6,231 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |