WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 49 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $1,919,000 | +16.9% | 46,432 | +15.4% | 0.06% | +4.9% |
Q2 2020 | $1,642,000 | +14.7% | 40,230 | +3.7% | 0.06% | -1.6% |
Q1 2020 | $1,432,000 | -14.0% | 38,783 | +14.4% | 0.06% | +10.7% |
Q4 2019 | $1,665,000 | +2629.5% | 33,910 | +2421.2% | 0.06% | +2700.0% |
Q3 2019 | $61,000 | -87.8% | 1,345 | -85.6% | 0.00% | -94.6% |
Q2 2014 | $501,000 | – | 9,367 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |