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 | $133,842,994 | -7.4% | 2,933,866 | -4.3% | 0.18% | -7.3% |
| Q2 2023 | $144,560,721 | +7.1% | 3,064,675 | +6.1% | 0.19% | -0.5% |
| Q1 2023 | $134,946,401 | +2.5% | 2,889,644 | -3.4% | 0.19% | -2.0% |
| Q4 2022 | $131,638,935 | +21.3% | 2,991,114 | +3.2% | 0.20% | +5.3% |
| Q3 2022 | $108,488,000 | -1.8% | 2,899,204 | +9.8% | 0.19% | +3.3% |
| Q2 2022 | $110,449,000 | -9.6% | 2,639,792 | +5.1% | 0.18% | -3.7% |
| Q1 2022 | $122,128,000 | +6.3% | 2,512,196 | +8.0% | 0.19% | +2.2% |
| Q4 2021 | $114,890,000 | +7.2% | 2,325,069 | +3.2% | 0.18% | -2.6% |
| Q3 2021 | $107,140,000 | +5.3% | 2,253,787 | +9.3% | 0.19% | +5.0% |
| Q2 2021 | $101,724,000 | -4.8% | 2,061,489 | -8.7% | 0.18% | -15.8% |
| Q1 2021 | $106,899,000 | +2.9% | 2,258,578 | -0.1% | 0.22% | -5.7% |
| Q4 2020 | $103,846,000 | -2.2% | 2,260,874 | -12.0% | 0.23% | -17.7% |
| Q3 2020 | $106,181,000 | -8.1% | 2,569,524 | -9.2% | 0.28% | -17.1% |
| Q2 2020 | $115,543,000 | +12.4% | 2,831,252 | +1.7% | 0.33% | -8.5% |
| Q1 2020 | $102,804,000 | -15.3% | 2,783,747 | +12.3% | 0.36% | +0.3% |
| Q4 2019 | $121,424,000 | +14.1% | 2,478,535 | +7.0% | 0.36% | +4.9% |
| Q3 2019 | $106,446,000 | +1.3% | 2,316,550 | +3.9% | 0.35% | -1.7% |
| Q2 2019 | $105,057,000 | +1.3% | 2,230,048 | -0.3% | 0.35% | -5.6% |
| Q1 2019 | $103,732,000 | +12.5% | 2,237,597 | +3.2% | 0.37% | -1.1% |
| Q4 2018 | $92,232,000 | +7.3% | 2,169,141 | +21.7% | 0.38% | +18.5% |
| Q3 2018 | $85,995,000 | +4.2% | 1,783,028 | +3.3% | 0.32% | -1.5% |
| Q2 2018 | $82,494,000 | +0.3% | 1,726,173 | +4.5% | 0.32% | -3.3% |
| Q1 2018 | $82,276,000 | +25.2% | 1,652,040 | +27.3% | 0.34% | +18.4% |
| Q4 2017 | $65,710,000 | +12.9% | 1,297,841 | +10.5% | 0.28% | +4.8% |
| Q3 2017 | $58,178,000 | +7.6% | 1,174,830 | +2.7% | 0.27% | -1.5% |
| Q2 2017 | $54,074,000 | +18.6% | 1,143,936 | +13.9% | 0.27% | +10.0% |
| Q1 2017 | $45,598,000 | +21.1% | 1,004,365 | +14.3% | 0.25% | +8.7% |
| Q4 2016 | $37,639,000 | +3.1% | 879,016 | +4.1% | 0.23% | -1.7% |
| Q3 2016 | $36,524,000 | +23.9% | 844,486 | +18.6% | 0.23% | +9.4% |
| Q2 2016 | $29,470,000 | +0.4% | 711,997 | +1.6% | 0.21% | -7.0% |
| Q1 2016 | $29,353,000 | +9.4% | 700,889 | +12.7% | 0.23% | +3.6% |
| Q4 2015 | $26,832,000 | +14.1% | 621,685 | +12.3% | 0.22% | +6.2% |
| Q3 2015 | $23,516,000 | -10.8% | 553,589 | +0.2% | 0.21% | -13.0% |
| Q2 2015 | $26,364,000 | +6.5% | 552,473 | +8.8% | 0.24% | +2.6% |
| Q1 2015 | $24,754,000 | +11.8% | 507,880 | +7.2% | 0.23% | +1.3% |
| Q4 2014 | $22,144,000 | +10.8% | 473,867 | +18.4% | 0.23% | -0.9% |
| Q3 2014 | $19,991,000 | -6.3% | 400,146 | +0.3% | 0.23% | -16.2% |
| Q2 2014 | $21,331,000 | +22.6% | 399,076 | +19.1% | 0.28% | +5.7% |
| Q1 2014 | $17,402,000 | +23.4% | 335,097 | +23.5% | 0.26% | +8.7% |
| Q4 2013 | $14,102,000 | +31.9% | 271,344 | +25.3% | 0.24% | +13.7% |
| Q3 2013 | $10,689,000 | +67.3% | 216,470 | +49.4% | 0.21% | +42.3% |
| Q2 2013 | $6,389,000 | – | 144,900 | – | 0.15% | – |
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% |