WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 94 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,950,929 | +2.7% | 235,625 | +4.7% | 0.98% | +15.0% |
| Q1 2024 | $11,636,525 | +12.7% | 225,024 | +7.4% | 0.85% | +4.8% |
| Q4 2023 | $10,320,852 | +13.1% | 209,526 | +4.8% | 0.81% | -3.2% |
| Q3 2023 | $9,124,221 | -5.8% | 200,003 | -2.6% | 0.84% | +5.8% |
| Q2 2023 | $9,690,827 | +13.6% | 205,443 | +12.4% | 0.79% | -15.5% |
| Q1 2023 | $8,532,432 | – | 182,726 | – | 0.94% | – |
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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% |