WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $41,000 | -6.8% | 1,046 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $44,000 | -13.7% | 1,046 | 0.0% | 0.01% | -22.2% |
| Q1 2022 | $51,000 | -1.9% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $52,000 | +4.0% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 1,046 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $52,000 | +4.0% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | +4.2% | 1,046 | 0.0% | 0.01% | +42.9% |
| Q4 2020 | $48,000 | +11.6% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | 0.0% | 1,046 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $43,000 | +16.2% | 1,046 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $37,000 | -63.7% | 1,046 | -50.0% | 0.01% | -72.4% |
| Q4 2019 | $102,000 | +6.2% | 2,091 | 0.0% | 0.03% | -54.7% |
| Q3 2019 | $96,000 | -3.0% | 2,091 | 0.0% | 0.06% | -11.1% |
| Q2 2019 | $99,000 | +1.0% | 2,091 | 0.0% | 0.07% | -32.7% |
| Q1 2019 | $98,000 | +10.1% | 2,091 | 0.0% | 0.11% | +59.7% |
| Q4 2018 | $89,000 | -11.9% | 2,091 | 0.0% | 0.07% | +8.1% |
| Q3 2018 | $101,000 | +1.0% | 2,091 | 0.0% | 0.06% | -6.1% |
| Q2 2018 | $100,000 | -3.8% | 2,091 | 0.0% | 0.07% | -7.0% |
| Q1 2018 | $104,000 | -1.9% | 2,091 | 0.0% | 0.07% | -2.7% |
| Q4 2017 | $106,000 | +1.9% | 2,091 | 0.0% | 0.07% | +73.8% |
| Q3 2017 | $104,000 | +5.1% | 2,091 | 0.0% | 0.04% | +20.0% |
| Q2 2017 | $99,000 | – | 2,091 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |