WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 90 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $278,960 | -1.9% | 5,500 | 0.0% | 0.03% | -3.3% |
| Q1 2024 | $284,418 | +3.7% | 5,500 | -1.3% | 0.03% | -3.2% |
| Q4 2023 | $274,367 | +2.9% | 5,570 | -4.7% | 0.03% | -6.1% |
| 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 | 280,443 | $14,224,069 | 3.41% |
| Powers Advisory Group, LLC | 82,661 | $4,192,557 | 2.29% |
| Evernest Financial Advisors, LLC | 88,332 | $4,480,182 | 2.01% |
| Cascade Financial Partners, LLC | 204,662 | $10,380,469 | 1.36% |
| BIP Wealth, LLC | 235,625 | $11,950,929 | 0.98% |
| HUNTINGTON NATIONAL BANK | 848,497 | $43,035,773 | 0.33% |
| Golden State Equity Partners | 29,400 | $1,491,162 | 0.31% |
| Avidian Wealth Solutions, LLC | 130,088 | $6,598,045 | 0.27% |
| Meridian Financial Partners LLC | 8,068 | $420 | 0.25% |
| Altrius Capital Management Inc | 17,090 | $866,804 | 0.23% |