WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,788 | +28.3% | 5,651 | +33.4% | 0.00% | – |
| Q1 2021 | $201,000 | -32.8% | 4,237 | -41.4% | 0.00% | -100.0% |
| Q3 2020 | $299,000 | -21.9% | 7,225 | -7.6% | 0.00% | 0.0% |
| Q4 2019 | $383,000 | +6.7% | 7,816 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $359,000 | -34.6% | 7,816 | -32.9% | 0.00% | -50.0% |
| Q2 2019 | $549,000 | -24.4% | 11,651 | -25.6% | 0.00% | -33.3% |
| Q1 2019 | $726,000 | – | 15,651 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |