WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266,741 | -5.0% | 5,847 | -1.8% | 0.03% | -2.9% |
Q2 2023 | $280,851 | +1.0% | 5,954 | 0.0% | 0.03% | -5.6% |
Q1 2023 | $278,052 | +6.1% | 5,954 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $262,036 | +35.8% | 5,954 | +15.2% | 0.04% | +20.0% |
Q3 2022 | $193,000 | -10.6% | 5,167 | 0.0% | 0.03% | -9.1% |
Q2 2022 | $216,000 | -13.9% | 5,167 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $251,000 | -1.6% | 5,167 | 0.0% | 0.03% | +6.5% |
Q4 2021 | $255,000 | +3.7% | 5,167 | 0.0% | 0.03% | -6.1% |
Q3 2021 | $246,000 | -3.5% | 5,167 | 0.0% | 0.03% | -5.7% |
Q2 2021 | $255,000 | -12.7% | 5,167 | -16.3% | 0.04% | -16.7% |
Q1 2021 | $292,000 | -4.6% | 6,172 | -7.4% | 0.04% | -16.0% |
Q4 2020 | $306,000 | +11.3% | 6,662 | 0.0% | 0.05% | -9.1% |
Q3 2020 | $275,000 | -7.4% | 6,662 | -8.4% | 0.06% | -14.1% |
Q2 2020 | $297,000 | +10.4% | 7,276 | 0.0% | 0.06% | -1.5% |
Q1 2020 | $269,000 | +572.5% | 7,276 | +790.6% | 0.06% | +712.5% |
Q4 2019 | $40,000 | +42.9% | 817 | +33.1% | 0.01% | +33.3% |
Q3 2019 | $28,000 | -3.4% | 614 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $29,000 | +3.6% | 614 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $28,000 | – | 614 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |