WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,536 | -15.5% | 7,034 | -10.6% | 0.02% | -10.5% |
| Q2 2023 | $370,010 | -2.3% | 7,864 | +0.3% | 0.02% | -13.6% |
| Q1 2023 | $378,805 | +2.5% | 7,844 | -0.1% | 0.02% | -4.3% |
| Q4 2022 | $369,718 | +5.3% | 7,855 | -8.7% | 0.02% | -8.0% |
| Q3 2022 | $351,000 | -5.6% | 8,604 | +0.1% | 0.02% | -7.4% |
| Q2 2022 | $372,000 | -8.1% | 8,594 | -4.9% | 0.03% | -12.9% |
| Q1 2022 | $405,000 | -12.7% | 9,033 | -3.3% | 0.03% | -6.1% |
| Q4 2021 | $464,000 | +9.2% | 9,341 | +8.5% | 0.03% | +10.0% |
| Q3 2021 | $425,000 | -50.4% | 8,611 | -49.9% | 0.03% | -6.2% |
| Q2 2021 | $856,000 | +102.8% | 17,192 | +100.4% | 0.03% | -8.6% |
| Q1 2021 | $422,000 | +10.5% | 8,579 | +6.0% | 0.04% | -2.8% |
| Q4 2020 | $382,000 | +14.4% | 8,095 | -0.6% | 0.04% | -10.0% |
| Q3 2020 | $334,000 | -3.7% | 8,144 | +0.1% | 0.04% | -7.0% |
| Q2 2020 | $347,000 | -2.3% | 8,138 | -13.1% | 0.04% | -21.8% |
| Q1 2020 | $355,000 | -31.1% | 9,365 | -10.4% | 0.06% | -12.7% |
| Q4 2019 | $515,000 | +4.5% | 10,456 | +0.5% | 0.06% | -8.7% |
| Q3 2019 | $493,000 | +7.4% | 10,409 | +6.3% | 0.07% | +4.5% |
| Q2 2019 | $459,000 | -2.3% | 9,793 | -1.1% | 0.07% | -5.7% |
| Q1 2019 | $470,000 | +2.8% | 9,898 | -3.6% | 0.07% | +2.9% |
| Q4 2018 | $457,000 | +125.1% | 10,264 | +123.9% | 0.07% | +126.7% |
| Q3 2018 | $203,000 | +91.5% | 4,585 | +107.7% | 0.03% | +87.5% |
| Q2 2018 | $106,000 | -3.6% | 2,208 | 0.0% | 0.02% | -15.8% |
| Q1 2018 | $110,000 | -8.3% | 2,208 | -7.0% | 0.02% | -5.0% |
| Q4 2017 | $120,000 | -10.4% | 2,373 | -12.0% | 0.02% | -13.0% |
| Q3 2017 | $134,000 | +63.4% | 2,696 | +50.7% | 0.02% | +9.5% |
| Q2 2017 | $82,000 | +64.0% | 1,789 | +63.8% | 0.02% | +50.0% |
| Q1 2017 | $50,000 | +6.4% | 1,092 | -1.4% | 0.01% | -17.6% |
| Q4 2016 | $47,000 | +2.2% | 1,108 | +5.1% | 0.02% | -5.6% |
| Q3 2016 | $46,000 | +4.5% | 1,054 | 0.0% | 0.02% | -14.3% |
| Q2 2016 | $44,000 | 0.0% | 1,054 | 0.0% | 0.02% | -8.7% |
| Q1 2016 | $44,000 | -2.2% | 1,054 | 0.0% | 0.02% | +9.5% |
| Q4 2015 | $45,000 | 0.0% | 1,054 | 0.0% | 0.02% | -16.0% |
| Q3 2015 | $45,000 | -55.4% | 1,054 | -51.0% | 0.02% | -45.7% |
| Q2 2015 | $101,000 | +98.0% | 2,153 | +95.9% | 0.05% | +100.0% |
| Q1 2015 | $51,000 | -33.8% | 1,099 | -33.5% | 0.02% | -30.3% |
| Q4 2014 | $77,000 | – | 1,653 | – | 0.03% | – |
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% |