WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 64 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |