WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | -3.7% | 568 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27 | +8.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25 | -99.9% | 568 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -12.5% | 568 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -14.3% | 568 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $28,000 | 0.0% | 568 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +3.7% | 568 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 568 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 568 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +3.8% | 568 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $26,000 | +13.0% | 568 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | 0.0% | 568 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | -36.1% | 568 | -41.6% | 0.01% | -45.5% |
| Q1 2020 | $36,000 | -25.0% | 973 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $48,000 | +6.7% | 973 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $45,000 | -2.2% | 973 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $46,000 | +2.2% | 973 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $45,000 | +9.8% | 973 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,000 | -12.8% | 973 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $47,000 | +2.2% | 973 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $46,000 | -4.2% | 973 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $48,000 | -21.3% | 973 | -19.8% | 0.02% | -20.0% |
| Q4 2017 | $61,000 | +1.7% | 1,213 | +0.1% | 0.02% | -4.8% |
| Q3 2017 | $60,000 | +57.9% | 1,212 | +50.9% | 0.02% | +50.0% |
| Q2 2017 | $38,000 | +5.6% | 803 | +0.1% | 0.01% | 0.0% |
| Q1 2017 | $36,000 | +5.9% | 802 | +0.2% | 0.01% | 0.0% |
| Q4 2016 | $34,000 | -2.9% | 800 | +0.1% | 0.01% | -6.7% |
| Q3 2016 | $35,000 | +6.1% | 799 | 0.0% | 0.02% | -6.2% |
| Q2 2016 | $33,000 | – | 799 | – | 0.02% | – |
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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% |