WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. 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 | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |