WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,820 | -3.8% | 11,921 | -0.5% | 0.10% | +3.2% |
| Q2 2023 | $565,030 | +1.0% | 11,979 | +0.0% | 0.10% | -11.2% |
| Q1 2023 | $559,391 | +5.0% | 11,978 | -1.1% | 0.11% | -4.5% |
| Q4 2022 | $532,800 | +20.8% | 12,106 | +2.8% | 0.11% | +13.1% |
| Q3 2022 | $441,000 | -10.5% | 11,775 | 0.0% | 0.10% | +2.1% |
| Q2 2022 | $493,000 | -15.0% | 11,775 | -1.4% | 0.10% | +3.2% |
| Q1 2022 | $580,000 | -1.7% | 11,940 | 0.0% | 0.09% | -2.1% |
| Q4 2021 | $590,000 | +3.7% | 11,940 | -0.3% | 0.10% | -4.0% |
| Q3 2021 | $569,000 | -3.7% | 11,975 | -0.1% | 0.10% | -3.8% |
| Q2 2021 | $591,000 | +4.2% | 11,981 | 0.0% | 0.10% | -3.7% |
| Q1 2021 | $567,000 | +3.1% | 11,981 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $550,000 | +8.1% | 11,981 | -2.7% | 0.11% | -6.0% |
| Q3 2020 | $509,000 | -5.0% | 12,310 | -6.3% | 0.12% | -11.5% |
| Q2 2020 | $536,000 | +10.5% | 13,131 | -0.0% | 0.13% | -12.7% |
| Q1 2020 | $485,000 | -37.6% | 13,133 | -17.2% | 0.15% | -14.3% |
| Q4 2019 | $777,000 | +6.6% | 15,866 | 0.0% | 0.18% | -4.9% |
| Q3 2019 | $729,000 | -1.6% | 15,866 | +0.8% | 0.18% | +12.2% |
| Q2 2019 | $741,000 | 0.0% | 15,739 | -1.6% | 0.16% | +1.9% |
| Q1 2019 | $741,000 | +14.2% | 15,991 | +4.7% | 0.16% | -39.5% |
| Q4 2018 | $649,000 | -10.2% | 15,268 | +1.3% | 0.27% | +9.0% |
| Q3 2018 | $723,000 | +0.6% | 15,067 | -0.1% | 0.24% | +6.6% |
| Q2 2018 | $719,000 | -5.8% | 15,088 | +0.0% | 0.23% | +1.8% |
| Q1 2018 | $763,000 | -1.7% | 15,081 | -1.8% | 0.22% | +25.7% |
| Q4 2017 | $776,000 | +0.4% | 15,355 | -2.3% | 0.18% | -28.7% |
| Q3 2017 | $773,000 | +2.4% | 15,710 | -2.0% | 0.25% | +20.7% |
| Q2 2017 | $755,000 | – | 16,028 | – | 0.21% | – |
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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% |