WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |