WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 76 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $83,000 | -13.5% | 1,973 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -11.9% | 1,965 | -10.6% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +4.8% | 2,198 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $104,000 | +766.7% | 2,195 | +834.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 235 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | +10.0% | 235 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | -16.7% | 235 | -20.3% | 0.00% | -100.0% |
| Q1 2016 | $12,000 | – | 295 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |