WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $9,700,000 | +84.5% | 301,564 | +181.0% | 0.77% | +17.5% |
| Q4 2019 | $5,257,000 | +8.3% | 107,303 | +1.4% | 0.66% | -20.3% |
| Q3 2019 | $4,854,000 | -3.0% | 105,822 | -0.4% | 0.83% | -3.0% |
| Q2 2019 | $5,003,000 | +6.8% | 106,203 | +5.1% | 0.85% | +11.2% |
| Q1 2019 | $4,686,000 | +12.8% | 101,081 | +3.7% | 0.77% | -1.5% |
| Q4 2018 | $4,155,000 | -47.8% | 97,499 | -40.9% | 0.78% | -42.0% |
| Q3 2018 | $7,955,000 | -2.2% | 164,948 | -3.0% | 1.34% | -2.3% |
| Q2 2018 | $8,130,000 | +59.8% | 170,129 | +66.5% | 1.37% | +58.3% |
| Q1 2018 | $5,088,000 | +1138.0% | 102,171 | +1158.1% | 0.87% | +1105.6% |
| Q4 2017 | $411,000 | +0.7% | 8,121 | -1.4% | 0.07% | -2.7% |
| Q3 2017 | $408,000 | +4.9% | 8,236 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $389,000 | +0.5% | 8,236 | -3.5% | 0.07% | 0.0% |
| Q1 2017 | $387,000 | +5.2% | 8,533 | -1.0% | 0.07% | -1.3% |
| Q4 2016 | $368,000 | -97.3% | 8,615 | -97.3% | 0.08% | -97.4% |
| Q3 2016 | $13,836,000 | +7.9% | 322,373 | +2.3% | 2.91% | +3.9% |
| Q2 2016 | $12,822,000 | -26.7% | 315,265 | -23.8% | 2.80% | -25.9% |
| Q1 2016 | $17,488,000 | -15.9% | 413,647 | -13.0% | 3.78% | -20.9% |
| Q4 2015 | $20,787,000 | +6.8% | 475,579 | +1.9% | 4.78% | +0.4% |
| Q3 2015 | $19,459,000 | -14.8% | 466,651 | -1.8% | 4.76% | -3.9% |
| Q2 2015 | $22,831,000 | -3.1% | 474,973 | -0.2% | 4.95% | -5.2% |
| Q1 2015 | $23,564,000 | +15.3% | 475,939 | +9.8% | 5.23% | +23.3% |
| Q4 2014 | $20,436,000 | -3.3% | 433,339 | +2.4% | 4.24% | -7.5% |
| Q3 2014 | $21,138,000 | -3.3% | 423,085 | +3.4% | 4.58% | -5.1% |
| Q2 2014 | $21,857,000 | +7.2% | 409,076 | +3.5% | 4.83% | +15.2% |
| Q1 2014 | $20,393,000 | +4.2% | 395,240 | +4.6% | 4.19% | +11.4% |
| Q4 2013 | $19,567,000 | +9.2% | 377,696 | +4.9% | 3.76% | -2.4% |
| Q3 2013 | $17,924,000 | – | 360,146 | – | 3.86% | – |
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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% |