WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 48 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $305,000 | -24.9% | 7,130 | -24.0% | 0.01% | -20.0% |
| Q3 2016 | $406,000 | -61.5% | 9,379 | -63.2% | 0.01% | -54.5% |
| Q2 2016 | $1,055,000 | +255.2% | 25,489 | +259.2% | 0.02% | +175.0% |
| Q1 2016 | $297,000 | +19.3% | 7,096 | +23.1% | 0.01% | +100.0% |
| Q4 2015 | $249,000 | -32.0% | 5,766 | -33.0% | 0.00% | -33.3% |
| Q3 2015 | $366,000 | -7.6% | 8,605 | +5.8% | 0.01% | -25.0% |
| Q1 2015 | $396,000 | -78.0% | 8,135 | -75.9% | 0.01% | -71.4% |
| Q2 2014 | $1,801,000 | +130.9% | 33,689 | +123.9% | 0.03% | +180.0% |
| Q1 2014 | $780,000 | +78.9% | 15,044 | +70.5% | 0.01% | +66.7% |
| Q3 2013 | $436,000 | – | 8,826 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |