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 | $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% | – |
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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% |