WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 84 filers reported holding WISDOMTREE TR in Q4 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |