WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |