WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 86 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |