WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613 | -56.4% | 13,445 | -54.9% | 0.03% | -52.5% |
| Q2 2023 | $1,405 | +21.2% | 29,782 | +20.0% | 0.06% | +29.8% |
| Q1 2023 | $1,159 | -40.5% | 24,826 | -43.9% | 0.05% | -52.0% |
| Q4 2022 | $1,948 | -99.4% | 44,263 | +372.6% | 0.10% | +415.8% |
| Q3 2022 | $350,000 | -36.1% | 9,366 | -16.9% | 0.02% | 0.0% |
| Q1 2022 | $548,000 | +137.2% | 11,271 | +131.8% | 0.02% | +111.1% |
| Q3 2021 | $231,000 | -55.7% | 4,863 | -53.9% | 0.01% | -65.4% |
| Q2 2021 | $521,000 | +85.4% | 10,560 | +78.1% | 0.03% | +73.3% |
| Q1 2021 | $281,000 | -69.9% | 5,929 | -70.9% | 0.02% | -76.6% |
| Q4 2020 | $935,000 | -33.2% | 20,360 | -40.6% | 0.06% | -42.3% |
| Q2 2020 | $1,399,000 | +48.0% | 34,287 | +34.0% | 0.11% | +113.5% |
| Q1 2020 | $945,000 | +79.7% | 25,583 | +125.3% | 0.05% | +73.3% |
| Q1 2019 | $526,000 | -18.2% | 11,357 | -24.9% | 0.03% | -23.1% |
| Q4 2018 | $643,000 | +97.8% | 15,113 | +124.4% | 0.04% | +2.6% |
| Q3 2018 | $325,000 | -1.5% | 6,734 | -2.5% | 0.04% | +18.8% |
| Q2 2018 | $330,000 | -30.2% | 6,908 | -33.7% | 0.03% | -17.9% |
| Q1 2017 | $473,000 | +138.9% | 10,421 | +117.7% | 0.04% | +129.4% |
| Q2 2016 | $198,000 | +191.2% | 4,786 | +196.5% | 0.02% | +142.9% |
| Q1 2016 | $68,000 | – | 1,614 | – | 0.01% | – |
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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% |