WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 90 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,598,045 | -5.0% | 130,088 | -3.2% | 0.27% | -18.7% |
Q1 2024 | $6,946,898 | +4.6% | 134,338 | -0.3% | 0.34% | -17.4% |
Q4 2023 | $6,639,074 | +0.2% | 134,782 | -7.2% | 0.41% | -12.4% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 280,443 | $14,224,069 | 3.41% |
Powers Advisory Group, LLC | 82,661 | $4,192,557 | 2.29% |
Evernest Financial Advisors, LLC | 88,332 | $4,480,182 | 2.01% |
Cascade Financial Partners, LLC | 204,662 | $10,380,469 | 1.36% |
BIP Wealth, LLC | 235,625 | $11,950,929 | 0.98% |
HUNTINGTON NATIONAL BANK | 848,497 | $43,035,773 | 0.33% |
Golden State Equity Partners | 29,400 | $1,491,162 | 0.31% |
Avidian Wealth Solutions, LLC | 130,088 | $6,598,045 | 0.27% |
Meridian Financial Partners LLC | 8,068 | $420 | 0.25% |
Altrius Capital Management Inc | 17,090 | $866,804 | 0.23% |