WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,931,644 | -9.1% | 64,262 | -6.0% | 0.24% | -9.1% |
| Q2 2023 | $3,226,064 | +8.5% | 68,392 | +7.4% | 0.26% | +2.3% |
| Q1 2023 | $2,973,540 | +119080.0% | 63,673 | +12.3% | 0.26% | +13.6% |
| Q4 2022 | $2,495 | -99.9% | 56,683 | -10.4% | 0.23% | -6.6% |
| Q3 2022 | $2,369,000 | -24.6% | 63,295 | -15.7% | 0.24% | -20.0% |
| Q2 2022 | $3,140,000 | -12.8% | 75,057 | +1.3% | 0.30% | -4.1% |
| Q1 2022 | $3,602,000 | -2.6% | 74,088 | -1.0% | 0.32% | -4.8% |
| Q4 2021 | $3,698,000 | +4.2% | 74,838 | +0.3% | 0.33% | -4.8% |
| Q3 2021 | $3,548,000 | -11.3% | 74,633 | -7.9% | 0.35% | -11.1% |
| Q2 2021 | $3,998,000 | +1.9% | 81,012 | -2.3% | 0.40% | -5.0% |
| Q1 2021 | $3,924,000 | -14.1% | 82,912 | -16.7% | 0.42% | -20.0% |
| Q4 2020 | $4,569,000 | +7.5% | 99,480 | -3.3% | 0.52% | +2.4% |
| Q3 2020 | $4,252,000 | -1.6% | 102,900 | -2.8% | 0.51% | +0.4% |
| Q2 2020 | $4,319,000 | -2.1% | 105,825 | -11.4% | 0.51% | -13.2% |
| Q1 2020 | $4,412,000 | -20.1% | 119,464 | +5.9% | 0.58% | -13.4% |
| Q4 2019 | $5,524,000 | +1.2% | 112,760 | -5.1% | 0.67% | -6.4% |
| Q3 2019 | $5,460,000 | -13.5% | 118,831 | -11.0% | 0.72% | -13.2% |
| Q2 2019 | $6,312,000 | +14.8% | 133,468 | +14.1% | 0.83% | +13.7% |
| Q1 2019 | $5,497,000 | +4.1% | 116,966 | -0.8% | 0.73% | -5.5% |
| Q4 2018 | $5,283,000 | -3.3% | 117,871 | +0.0% | 0.77% | -20.2% |
| Q3 2018 | $5,465,000 | -3.4% | 117,853 | +0.1% | 0.96% | +15.2% |
| Q2 2018 | $5,655,000 | -13.8% | 117,786 | -8.5% | 0.84% | -15.6% |
| Q1 2018 | $6,560,000 | +1.9% | 128,793 | +7.2% | 0.99% | +3.9% |
| Q4 2017 | $6,436,000 | +15.5% | 120,094 | +6.5% | 0.96% | +3.0% |
| Q3 2017 | $5,574,000 | +132.7% | 112,748 | +0.4% | 0.93% | +116.3% |
| Q2 2017 | $2,395,000 | -43.2% | 112,311 | +20.6% | 0.43% | -47.0% |
| Q1 2017 | $4,213,000 | -11.6% | 93,127 | -14.9% | 0.81% | -14.6% |
| Q4 2016 | $4,767,000 | +81.6% | 109,459 | +80.4% | 0.95% | +66.9% |
| Q3 2016 | $2,625,000 | -15.9% | 60,682 | -19.6% | 0.57% | -19.3% |
| Q2 2016 | $3,122,000 | +16.6% | 75,440 | +18.0% | 0.70% | +21.4% |
| Q1 2016 | $2,677,000 | +9.2% | 63,916 | +12.5% | 0.58% | +10.5% |
| Q4 2015 | $2,452,000 | +88.0% | 56,818 | +85.1% | 0.52% | +54.0% |
| Q3 2015 | $1,304,000 | -1.0% | 30,696 | +11.2% | 0.34% | -3.7% |
| Q2 2015 | $1,317,000 | +7.4% | 27,594 | +9.7% | 0.35% | +4.4% |
| Q1 2015 | $1,226,000 | +8.6% | 25,163 | +4.1% | 0.34% | -5.3% |
| Q4 2014 | $1,129,000 | -8.9% | 24,169 | -2.6% | 0.36% | -9.8% |
| Q3 2014 | $1,239,000 | -5.9% | 24,808 | +0.7% | 0.40% | -10.0% |
| Q2 2014 | $1,317,000 | +1.0% | 24,642 | -1.8% | 0.44% | -9.1% |
| Q1 2014 | $1,304,000 | +0.2% | 25,106 | +0.2% | 0.48% | -11.5% |
| Q4 2013 | $1,302,000 | +5.3% | 25,055 | +0.1% | 0.55% | -6.2% |
| Q3 2013 | $1,236,000 | +14.2% | 25,040 | +2.1% | 0.58% | +9.8% |
| Q2 2013 | $1,082,000 | – | 24,532 | – | 0.53% | – |
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% |