WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 51 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |