WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $236,000 | +0.9% | 4,888 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $234,000 | -4.5% | 4,888 | -0.6% | 0.03% | -7.1% |
| Q1 2018 | $245,000 | +9.9% | 4,917 | +11.4% | 0.03% | +16.7% |
| Q4 2017 | $223,000 | +2.3% | 4,412 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $218,000 | +6.3% | 4,412 | +1.7% | 0.02% | -10.7% |
| Q2 2017 | $205,000 | -35.5% | 4,337 | -41.5% | 0.03% | -30.0% |
| Q4 2016 | $318,000 | -0.9% | 7,418 | 0.0% | 0.04% | -4.8% |
| Q3 2016 | $321,000 | -6.7% | 7,418 | -10.8% | 0.04% | -8.7% |
| Q2 2016 | $344,000 | +33.3% | 8,312 | +34.9% | 0.05% | +27.8% |
| Q1 2016 | $258,000 | -1.9% | 6,161 | +0.9% | 0.04% | -2.7% |
| Q4 2015 | $263,000 | -4.7% | 6,105 | -6.1% | 0.04% | -7.5% |
| Q3 2015 | $276,000 | -4.2% | 6,500 | +7.6% | 0.04% | +2.6% |
| Q2 2015 | $288,000 | – | 6,039 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |