WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,438,000 | -4.8% | 29,093 | -8.5% | 0.11% | -13.7% |
| Q3 2021 | $1,511,000 | -8.0% | 31,786 | -4.5% | 0.13% | -7.1% |
| Q2 2021 | $1,642,000 | -2.6% | 33,284 | -6.6% | 0.14% | -7.8% |
| Q1 2021 | $1,686,000 | -4.7% | 35,633 | -7.5% | 0.15% | -14.0% |
| Q4 2020 | $1,769,000 | +6.1% | 38,504 | -4.6% | 0.18% | -2.2% |
| Q3 2020 | $1,668,000 | -2.7% | 40,369 | -4.0% | 0.18% | -7.6% |
| Q2 2020 | $1,715,000 | +5.9% | 42,033 | -4.2% | 0.20% | -2.5% |
| Q1 2020 | $1,620,000 | -32.1% | 43,889 | -9.9% | 0.20% | -21.1% |
| Q4 2019 | $2,386,000 | -1.3% | 48,718 | -7.4% | 0.26% | -3.4% |
| Q3 2019 | $2,418,000 | -3.7% | 52,633 | -1.3% | 0.26% | -2.6% |
| Q2 2019 | $2,511,000 | +1.7% | 53,305 | +0.1% | 0.27% | -4.9% |
| Q1 2019 | $2,468,000 | +9.6% | 53,245 | +0.5% | 0.29% | +3.2% |
| Q4 2018 | $2,252,000 | -19.0% | 52,977 | -8.1% | 0.28% | -16.1% |
| Q3 2018 | $2,780,000 | 0.0% | 57,658 | -0.9% | 0.33% | -4.1% |
| Q2 2018 | $2,780,000 | -6.6% | 58,173 | -2.7% | 0.34% | -7.5% |
| Q1 2018 | $2,977,000 | -8.1% | 59,788 | -6.6% | 0.37% | -4.1% |
| Q4 2017 | $3,239,000 | +0.3% | 63,981 | -1.9% | 0.39% | -7.2% |
| Q3 2017 | $3,229,000 | +20.2% | 65,212 | +14.7% | 0.42% | +9.4% |
| Q2 2017 | $2,687,000 | +11.5% | 56,862 | +7.1% | 0.38% | +5.8% |
| Q1 2017 | $2,410,000 | +11.8% | 53,102 | +5.5% | 0.36% | +8.4% |
| Q4 2016 | $2,155,000 | -0.7% | 50,338 | -0.5% | 0.33% | -5.9% |
| Q3 2016 | $2,170,000 | +7.9% | 50,574 | +4.1% | 0.35% | +9.9% |
| Q2 2016 | $2,011,000 | -1.4% | 48,603 | -0.3% | 0.32% | -10.1% |
| Q1 2016 | $2,040,000 | -4.9% | 48,727 | -2.0% | 0.36% | -11.2% |
| Q4 2015 | $2,145,000 | +0.4% | 49,714 | -1.2% | 0.40% | -2.7% |
| Q3 2015 | $2,136,000 | -19.7% | 50,304 | -9.8% | 0.41% | -16.5% |
| Q2 2015 | $2,661,000 | -11.6% | 55,772 | -9.7% | 0.50% | -10.8% |
| Q1 2015 | $3,009,000 | -7.2% | 61,742 | -11.0% | 0.56% | -9.2% |
| Q4 2014 | $3,241,000 | -31.5% | 69,357 | -26.8% | 0.61% | -37.5% |
| Q3 2014 | $4,730,000 | +27.1% | 94,687 | +36.0% | 0.98% | +26.3% |
| Q2 2014 | $3,721,000 | +16.9% | 69,614 | +13.6% | 0.78% | -1.0% |
| Q1 2014 | $3,182,000 | -2.7% | 61,279 | -2.6% | 0.78% | -0.5% |
| Q4 2013 | $3,271,000 | +7.2% | 62,939 | +1.9% | 0.79% | -5.4% |
| Q3 2013 | $3,051,000 | – | 61,779 | – | 0.83% | – |
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% |