WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,199 | +27.5% | 6,690 | +31.9% | 0.03% | +31.8% |
| Q2 2023 | $239,302 | +0.8% | 5,073 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $237,366 | +6.3% | 5,083 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $223,271 | +17.5% | 5,073 | +0.1% | 0.02% | +4.8% |
| Q3 2022 | $190,000 | -29.4% | 5,068 | -21.1% | 0.02% | -25.0% |
| Q2 2022 | $269,000 | -13.2% | 6,424 | +0.9% | 0.03% | -3.4% |
| Q1 2022 | $310,000 | -2.8% | 6,368 | -1.4% | 0.03% | -3.3% |
| Q4 2021 | $319,000 | +4.2% | 6,459 | +0.3% | 0.03% | -3.2% |
| Q3 2021 | $306,000 | -3.5% | 6,442 | +0.4% | 0.03% | -34.0% |
| Q2 2021 | $317,000 | +5.0% | 6,418 | +0.4% | 0.05% | -24.2% |
| Q1 2021 | $302,000 | -1.3% | 6,390 | -4.0% | 0.06% | -3.1% |
| Q4 2020 | $306,000 | +15.5% | 6,657 | +4.0% | 0.06% | +1.6% |
| Q3 2020 | $265,000 | +1.9% | 6,401 | +0.3% | 0.06% | -6.0% |
| Q2 2020 | $260,000 | -4.8% | 6,382 | -13.7% | 0.07% | -18.3% |
| Q1 2020 | $273,000 | -24.6% | 7,398 | +0.1% | 0.08% | -7.9% |
| Q4 2019 | $362,000 | +9.7% | 7,387 | +3.0% | 0.09% | +6.0% |
| Q3 2019 | $330,000 | -1.8% | 7,172 | +0.6% | 0.08% | -1.2% |
| Q2 2019 | $336,000 | +1.5% | 7,132 | -0.2% | 0.08% | -1.2% |
| Q1 2019 | $331,000 | +8.9% | 7,148 | +0.0% | 0.09% | +6.2% |
| Q4 2018 | $304,000 | -11.4% | 7,145 | +0.3% | 0.08% | -8.0% |
| Q3 2018 | $343,000 | +0.9% | 7,121 | +0.0% | 0.09% | -2.2% |
| Q2 2018 | $340,000 | -3.4% | 7,118 | +0.6% | 0.09% | -3.2% |
| Q1 2018 | $352,000 | -4.9% | 7,077 | -3.2% | 0.09% | +2.2% |
| Q4 2017 | $370,000 | -22.4% | 7,308 | -24.1% | 0.09% | -26.0% |
| Q3 2017 | $477,000 | -16.9% | 9,629 | -20.7% | 0.12% | -22.2% |
| Q2 2017 | $574,000 | -63.0% | 12,148 | -66.5% | 0.16% | -62.4% |
| Q1 2017 | $1,552,000 | 0.0% | 36,241 | 0.0% | 0.42% | 0.0% |
| Q4 2016 | $1,552,000 | -46.6% | 36,241 | -46.1% | 0.42% | -49.5% |
| Q3 2016 | $2,909,000 | -21.9% | 67,263 | -25.2% | 0.83% | -19.2% |
| Q2 2016 | $3,723,000 | -7.5% | 89,955 | -6.4% | 1.03% | -13.2% |
| Q1 2016 | $4,023,000 | -0.4% | 96,071 | +2.7% | 1.19% | +2.0% |
| Q4 2015 | $4,039,000 | +4.3% | 93,583 | +2.7% | 1.16% | -31.8% |
| Q3 2015 | $3,872,000 | -11.6% | 91,159 | -0.6% | 1.70% | -24.1% |
| Q2 2015 | $4,378,000 | -5.0% | 91,748 | -3.0% | 2.25% | +3.9% |
| Q1 2015 | $4,609,000 | +4.9% | 94,570 | +0.6% | 2.16% | +209.7% |
| Q4 2014 | $4,392,000 | -5.0% | 93,989 | +1.6% | 0.70% | -13.6% |
| Q3 2014 | $4,621,000 | -13.3% | 92,497 | -7.2% | 0.81% | -17.2% |
| Q2 2014 | $5,330,000 | -99.9% | 99,717 | -24.5% | 0.98% | -74.3% |
| Q1 2014 | $6,862,873,000 | +77141.1% | 132,156 | -22.7% | 3.80% | -1.8% |
| Q4 2013 | $8,885,000 | +6.8% | 170,966 | +1.5% | 3.87% | -0.4% |
| Q3 2013 | $8,318,000 | -99.9% | 168,456 | +7.0% | 3.89% | +11.5% |
| Q2 2013 | $6,944,218,000 | – | 157,501 | – | 3.48% | – |
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% |