WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $219,000 | +5.8% | 4,429 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $207,000 | +1.0% | 4,348 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $205,000 | -48.6% | 4,147 | -52.2% | 0.00% | -50.0% |
| Q4 2020 | $399,000 | -82.1% | 8,682 | -83.9% | 0.00% | -86.7% |
| Q3 2020 | $2,229,000 | -3.3% | 53,944 | -4.5% | 0.02% | -11.8% |
| Q2 2020 | $2,306,000 | +2.5% | 56,499 | -7.3% | 0.02% | -10.5% |
| Q1 2020 | $2,250,000 | -36.2% | 60,926 | -15.4% | 0.02% | -17.4% |
| Q4 2019 | $3,526,000 | -22.4% | 71,975 | -27.2% | 0.02% | -28.1% |
| Q3 2019 | $4,545,000 | +3.8% | 98,903 | +6.5% | 0.03% | +10.3% |
| Q2 2019 | $4,377,000 | +22.7% | 92,904 | +20.8% | 0.03% | +16.0% |
| Q1 2019 | $3,566,000 | +33.5% | 76,928 | +22.7% | 0.02% | +19.0% |
| Q4 2018 | $2,672,000 | -32.7% | 62,687 | -23.2% | 0.02% | -25.0% |
| Q3 2018 | $3,973,000 | +2.0% | 81,672 | +0.2% | 0.03% | -3.4% |
| Q2 2018 | $3,897,000 | -4.1% | 81,536 | -0.1% | 0.03% | -6.5% |
| Q1 2018 | $4,065,000 | -0.2% | 81,627 | +1.5% | 0.03% | -3.1% |
| Q4 2017 | $4,073,000 | +0.9% | 80,445 | -1.3% | 0.03% | -5.9% |
| Q3 2017 | $4,035,000 | +16.7% | 81,488 | +11.4% | 0.03% | +9.7% |
| Q2 2017 | $3,459,000 | +44.1% | 73,173 | +38.3% | 0.03% | +40.9% |
| Q1 2017 | $2,401,000 | +3.9% | 52,892 | -2.0% | 0.02% | 0.0% |
| Q4 2016 | $2,310,000 | -11.3% | 53,948 | -10.4% | 0.02% | -12.0% |
| Q3 2016 | $2,603,000 | -5.1% | 60,177 | -10.1% | 0.02% | -10.7% |
| Q2 2016 | $2,744,000 | -3.8% | 66,936 | -1.7% | 0.03% | -9.7% |
| Q1 2016 | $2,853,000 | -29.5% | 68,113 | -27.3% | 0.03% | -34.0% |
| Q4 2015 | $4,046,000 | +57.4% | 93,752 | +54.9% | 0.05% | +51.6% |
| Q3 2015 | $2,570,000 | -48.5% | 60,506 | -42.1% | 0.03% | -46.6% |
| Q2 2015 | $4,988,000 | +10.5% | 104,520 | +17.6% | 0.06% | +5.5% |
| Q1 2015 | $4,515,000 | -47.5% | 88,901 | -51.7% | 0.06% | -15.4% |
| Q4 2014 | $8,606,000 | +63.6% | 184,160 | +74.9% | 0.06% | -28.6% |
| Q3 2014 | $5,261,000 | -0.9% | 105,295 | +6.0% | 0.09% | -7.1% |
| Q2 2014 | $5,308,000 | +14.2% | 99,309 | +11.0% | 0.10% | -1.0% |
| Q1 2014 | $4,648,000 | +131.2% | 89,496 | +131.4% | 0.10% | +45.6% |
| Q4 2013 | $2,010,000 | +29.3% | 38,683 | +22.8% | 0.07% | +36.0% |
| Q3 2013 | $1,555,000 | -6.4% | 31,491 | -16.5% | 0.05% | +13.6% |
| Q2 2013 | $1,662,000 | – | 37,704 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |