WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |