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 2023 | $754,829 | -73.5% | 16,546 | -72.6% | 0.00% | -100.0% |
| Q2 2023 | $2,849,021 | -25.3% | 60,399 | -26.1% | 0.00% | -50.0% |
| Q1 2023 | $3,814,876 | -48.9% | 81,689 | -51.9% | 0.00% | -33.3% |
| Q4 2022 | $7,467,793 | +665.9% | 169,684 | +551.5% | 0.00% | – |
| Q3 2022 | $975,000 | -13.0% | 26,044 | -2.8% | 0.00% | – |
| Q2 2022 | $1,121,000 | +139.0% | 26,801 | +177.9% | 0.00% | – |
| Q1 2022 | $469,000 | -93.4% | 9,643 | -93.6% | 0.00% | -100.0% |
| Q3 2021 | $7,118,000 | +237.2% | 149,726 | +250.0% | 0.00% | +200.0% |
| Q2 2021 | $2,111,000 | -33.8% | 42,776 | -36.5% | 0.00% | -50.0% |
| Q1 2021 | $3,189,000 | -51.3% | 67,381 | -52.7% | 0.00% | -33.3% |
| Q4 2020 | $6,548,000 | -7.4% | 142,554 | -16.7% | 0.00% | -25.0% |
| Q3 2020 | $7,069,000 | +194.5% | 171,059 | +190.8% | 0.00% | +100.0% |
| Q2 2020 | $2,400,000 | +130.5% | 58,817 | +108.6% | 0.00% | +100.0% |
| Q1 2020 | $1,041,000 | +45.8% | 28,192 | +93.5% | 0.00% | 0.0% |
| Q4 2019 | $714,000 | -72.8% | 14,566 | -74.5% | 0.00% | -75.0% |
| Q3 2019 | $2,628,000 | +368.4% | 57,198 | +380.0% | 0.00% | +300.0% |
| Q2 2019 | $561,000 | -91.0% | 11,917 | -91.9% | 0.00% | -92.3% |
| Q4 2018 | $6,251,000 | +69.0% | 147,005 | +91.7% | 0.01% | +85.7% |
| Q3 2018 | $3,698,000 | -19.7% | 76,673 | -20.4% | 0.01% | -36.4% |
| Q2 2018 | $4,603,000 | +99.3% | 96,321 | +111.1% | 0.01% | +57.1% |
| Q4 2017 | $2,310,000 | -69.9% | 45,627 | -70.5% | 0.01% | -72.0% |
| Q3 2017 | $7,664,000 | +252.2% | 154,774 | +236.3% | 0.02% | +212.5% |
| Q2 2017 | $2,176,000 | +45.6% | 46,024 | +39.7% | 0.01% | +14.3% |
| Q1 2017 | $1,495,000 | -46.5% | 32,938 | -49.6% | 0.01% | -41.7% |
| Q4 2016 | $2,796,000 | +198.7% | 65,291 | +201.5% | 0.01% | +200.0% |
| Q3 2016 | $936,000 | -14.9% | 21,653 | -18.5% | 0.00% | -20.0% |
| Q2 2016 | $1,100,000 | -53.1% | 26,584 | -52.5% | 0.01% | -61.5% |
| Q1 2016 | $2,346,000 | +24.3% | 56,008 | +28.1% | 0.01% | +8.3% |
| Q4 2015 | $1,887,000 | -1.2% | 43,730 | -2.8% | 0.01% | 0.0% |
| Q3 2015 | $1,910,000 | -41.6% | 44,974 | -34.4% | 0.01% | -42.9% |
| Q2 2015 | $3,272,000 | +274.8% | 68,568 | +282.9% | 0.02% | +200.0% |
| Q1 2015 | $873,000 | -67.0% | 17,906 | -68.4% | 0.01% | -65.0% |
| Q4 2014 | $2,646,000 | +158.7% | 56,617 | +176.6% | 0.02% | +100.0% |
| Q3 2014 | $1,023,000 | +47.2% | 20,469 | +57.5% | 0.01% | +11.1% |
| Q2 2014 | $695,000 | -66.0% | 12,999 | -67.0% | 0.01% | -60.9% |
| Q1 2014 | $2,043,000 | – | 39,337 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |