WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $27,000 | +3.8% | 552 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $26,000 | -3.7% | 552 | 0.0% | 0.00% | -50.0% |
Q2 2021 | $27,000 | +3.8% | 552 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $26,000 | +4.0% | 552 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $25,000 | +13.6% | 552 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $22,000 | 0.0% | 552 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +10.0% | 552 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $20,000 | -83.2% | 552 | -77.3% | 0.00% | -77.8% |
Q4 2019 | $119,000 | +7.2% | 2,432 | 0.0% | 0.01% | -10.0% |
Q3 2019 | $111,000 | -2.6% | 2,432 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $114,000 | +1.8% | 2,432 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $112,000 | +5.7% | 2,432 | 0.0% | 0.01% | -16.7% |
Q4 2018 | $106,000 | -9.4% | 2,432 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $117,000 | +31.5% | 2,432 | +29.4% | 0.01% | +33.3% |
Q2 2018 | $89,000 | -4.3% | 1,880 | 0.0% | 0.01% | -10.0% |
Q1 2018 | $93,000 | -2.1% | 1,880 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $95,000 | +3.3% | 1,880 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $92,000 | +4.5% | 1,880 | 0.0% | 0.01% | -9.1% |
Q2 2017 | $88,000 | +3.5% | 1,880 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $85,000 | +6.2% | 1,880 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $80,000 | +900.0% | 1,880 | +1005.9% | 0.01% | +450.0% |
Q2 2015 | $8,000 | 0.0% | 170 | 0.0% | 0.00% | -50.0% |
Q1 2015 | $8,000 | 0.0% | 170 | 0.0% | 0.00% | -20.0% |
Q4 2014 | $8,000 | 0.0% | 170 | 0.0% | 0.01% | +150.0% |
Q3 2014 | $8,000 | -11.1% | 170 | 0.0% | 0.00% | -33.3% |
Q2 2014 | $9,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $9,000 | +12.5% | 170 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $8,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $8,000 | +14.3% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $7,000 | – | 170 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |