WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,623,455 | -12.1% | 145,188 | -9.1% | 0.47% | -5.7% |
| Q2 2023 | $7,538,226 | -26.2% | 159,810 | -26.9% | 0.49% | -11.8% |
| Q1 2023 | $10,209,645 | +33.9% | 218,622 | +26.2% | 0.56% | +12.7% |
| Q4 2022 | $7,625,511 | +14.2% | 173,268 | -2.9% | 0.50% | +2.9% |
| Q3 2022 | $6,679,000 | +2.9% | 178,488 | +15.1% | 0.48% | +5.2% |
| Q2 2022 | $6,488,000 | -7.6% | 155,055 | +7.4% | 0.46% | +6.7% |
| Q1 2022 | $7,022,000 | +9.5% | 144,434 | +11.3% | 0.43% | +7.8% |
| Q4 2021 | $6,410,000 | +15.4% | 129,718 | +11.1% | 0.40% | -5.7% |
| Q3 2021 | $5,553,000 | +24.8% | 116,807 | +29.6% | 0.42% | +24.0% |
| Q2 2021 | $4,449,000 | +18.9% | 90,163 | +14.1% | 0.34% | +6.9% |
| Q1 2021 | $3,741,000 | +25.2% | 79,034 | +21.5% | 0.32% | +12.7% |
| Q4 2020 | $2,988,000 | -41.5% | 65,043 | -47.4% | 0.28% | -27.1% |
| Q3 2020 | $5,106,000 | +90.9% | 123,570 | +88.5% | 0.39% | +7.5% |
| Q2 2020 | $2,675,000 | +7.9% | 65,540 | -2.4% | 0.36% | -9.3% |
| Q1 2020 | $2,480,000 | -21.5% | 67,157 | +4.1% | 0.40% | -11.4% |
| Q4 2019 | $3,161,000 | +23.7% | 64,520 | +16.0% | 0.45% | +6.7% |
| Q3 2019 | $2,555,000 | – | 55,602 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |