WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |