WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 71 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $447,000 | +24.2% | 9,448 | +20.6% | 0.19% | -1.1% |
| Q4 2020 | $360,000 | +30.0% | 7,834 | +16.8% | 0.19% | +8.7% |
| Q3 2020 | $277,000 | -27.5% | 6,705 | -17.4% | 0.17% | +9.5% |
| Q2 2019 | $382,000 | +1.6% | 8,113 | +0.0% | 0.16% | +0.6% |
| Q1 2019 | $376,000 | +9.0% | 8,109 | -0.2% | 0.16% | -2.5% |
| Q4 2018 | $345,000 | +8.5% | 8,123 | +23.3% | 0.16% | +12.6% |
| Q3 2018 | $318,000 | -11.4% | 6,588 | -12.4% | 0.14% | -6.5% |
| Q2 2018 | $359,000 | -26.7% | 7,522 | -23.7% | 0.15% | -33.2% |
| Q1 2018 | $490,000 | -7.5% | 9,855 | -5.8% | 0.23% | -8.4% |
| Q4 2017 | $530,000 | +21.3% | 10,461 | +18.5% | 0.25% | +18.5% |
| Q3 2017 | $437,000 | +86.8% | 8,827 | +78.3% | 0.21% | +81.9% |
| Q2 2017 | $234,000 | +15.8% | 4,952 | +6.3% | 0.12% | +7.4% |
| Q3 2016 | $202,000 | -9.0% | 4,660 | -12.2% | 0.11% | -20.6% |
| Q1 2016 | $222,000 | – | 5,309 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |