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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $599,298 | -2.3% | 11,816 | -0.4% | 0.08% | +1.3% |
Q1 2024 | $613,475 | +5.5% | 11,863 | +0.5% | 0.08% | -16.0% |
Q4 2023 | $581,673 | +7.0% | 11,809 | -0.9% | 0.09% | -4.1% |
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 ↓ |
---|---|---|---|
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% |