WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28 | -22.2% | 618 | -18.3% | 0.00% | – |
Q2 2023 | $36 | +33.3% | 756 | +28.8% | 0.00% | – |
Q1 2023 | $27 | +3.8% | 587 | 0.0% | 0.00% | – |
Q4 2022 | $26 | -99.9% | 587 | -44.5% | 0.00% | – |
Q3 2022 | $40,000 | -9.1% | 1,058 | +1.0% | 0.00% | – |
Q2 2022 | $44,000 | -12.0% | 1,048 | +2.3% | 0.00% | – |
Q1 2022 | $50,000 | 0.0% | 1,024 | +0.8% | 0.00% | – |
Q4 2021 | $50,000 | +2.0% | 1,016 | +1.7% | 0.00% | – |
Q2 2021 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q1 2021 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q4 2020 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q3 2020 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q2 2020 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q1 2020 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q4 2019 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q3 2019 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q2 2019 | $49,000 | 0.0% | 999 | 0.0% | 0.00% | – |
Q1 2019 | $49,000 | -53.8% | 999 | -59.9% | 0.00% | -100.0% |
Q4 2018 | $106,000 | +10500.0% | 2,494 | +12370.0% | 0.00% | – |
Q3 2018 | $1,000 | – | 20 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |