WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 61 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $17,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $17,000 | -10.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $19,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $19,000 | -24.0% | 400 | -24.0% | 0.01% | 0.0% |
| Q4 2014 | $25,000 | -59.0% | 526 | -56.6% | 0.01% | -58.3% |
| Q3 2014 | $61,000 | -6.2% | 1,213 | +0.2% | 0.01% | 0.0% |
| Q2 2014 | $65,000 | +3.2% | 1,211 | +0.3% | 0.01% | -7.7% |
| Q1 2014 | $63,000 | 0.0% | 1,207 | +0.3% | 0.01% | +44.4% |
| Q4 2013 | $63,000 | +6.8% | 1,203 | +0.2% | 0.01% | 0.0% |
| Q3 2013 | $59,000 | +11.3% | 1,201 | +0.1% | 0.01% | 0.0% |
| Q2 2013 | $53,000 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |