WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 63 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $528,000 | -0.6% | 11,202 | -2.2% | 0.02% | -5.9% |
| Q1 2019 | $531,000 | -32.1% | 11,454 | -37.7% | 0.02% | -43.3% |
| Q4 2018 | $782,000 | -35.3% | 18,375 | -26.7% | 0.03% | -23.1% |
| Q3 2018 | $1,209,000 | +0.8% | 25,058 | -0.1% | 0.04% | -4.9% |
| Q2 2018 | $1,199,000 | -32.3% | 25,089 | -29.5% | 0.04% | -39.7% |
| Q1 2018 | $1,772,000 | -11.7% | 35,584 | -10.2% | 0.07% | -9.3% |
| Q4 2017 | $2,007,000 | +2.3% | 39,626 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $1,962,000 | +4.7% | 39,626 | 0.0% | 0.08% | +5.6% |
| Q2 2017 | $1,874,000 | +4.2% | 39,626 | 0.0% | 0.07% | +2.9% |
| Q1 2017 | $1,799,000 | +6.0% | 39,626 | 0.0% | 0.07% | 0.0% |
| Q4 2016 | $1,697,000 | -1.0% | 39,626 | 0.0% | 0.07% | -1.4% |
| Q3 2016 | $1,714,000 | +3.9% | 39,626 | -0.5% | 0.07% | -2.7% |
| Q2 2016 | $1,649,000 | -1.6% | 39,826 | -0.4% | 0.07% | -1.4% |
| Q1 2016 | $1,675,000 | +8.6% | 39,997 | +12.0% | 0.07% | +2.8% |
| Q4 2015 | $1,542,000 | +16.0% | 35,726 | +14.2% | 0.07% | +14.3% |
| Q3 2015 | $1,329,000 | +7.2% | 31,290 | +20.3% | 0.06% | +12.5% |
| Q2 2015 | $1,240,000 | +34.1% | 26,015 | +37.2% | 0.06% | +33.3% |
| Q1 2015 | $925,000 | -35.3% | 18,965 | -33.8% | 0.04% | -41.7% |
| Q3 2014 | $1,430,000 | -6.5% | 28,640 | 0.0% | 0.07% | -8.9% |
| Q2 2014 | $1,530,000 | +1.8% | 28,640 | -1.1% | 0.08% | -6.0% |
| Q1 2014 | $1,503,000 | -0.1% | 28,965 | 0.0% | 0.08% | +1.2% |
| Q4 2013 | $1,505,000 | +38.2% | 28,965 | +31.3% | 0.08% | +33.9% |
| Q3 2013 | $1,089,000 | +19.3% | 22,065 | +6.5% | 0.06% | +19.2% |
| Q2 2013 | $913,000 | – | 20,715 | – | 0.05% | – |
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% |