WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 64 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,578,000 | -15.5% | 83,570 | -14.7% | 4.67% | -14.2% |
| Q3 2016 | $4,235,000 | -6.0% | 97,918 | -10.1% | 5.44% | -0.8% |
| Q2 2016 | $4,506,000 | -9.8% | 108,865 | -8.8% | 5.48% | -2.0% |
| Q1 2016 | $4,998,000 | -7.0% | 119,330 | -4.2% | 5.59% | -16.1% |
| Q4 2015 | $5,374,000 | -4.9% | 124,520 | -6.4% | 6.67% | +8.7% |
| Q3 2015 | $5,650,000 | -21.0% | 133,005 | -11.2% | 6.14% | -2.5% |
| Q2 2015 | $7,149,000 | +241.7% | 149,815 | +249.0% | 6.30% | +265.4% |
| Q1 2015 | $2,092,000 | – | 42,930 | – | 1.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |