Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$130,000
-62.6%
3,546
-50.0%
0.04%
-57.1%
Q4 2019$348,000
+6.7%
7,0920.0%0.08%
+3.7%
Q3 2019$326,000
+95.2%
7,092
+100.0%
0.08%
+80.0%
Q2 2019$167,000
+1.8%
3,5460.0%0.04%0.0%
Q1 2019$164,0003,5460.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Key FInancial Inc 256,508$11,978,9214.37%
Powers Advisory Group, LLC 79,748$3,724,2382.60%
BIP Wealth, LLC 182,726$8,532,4320.94%
HUNTINGTON NATIONAL BANK 1,815,692$84,792,9840.84%
Avidian Wealth Solutions, LLC 218,622$10,209,6450.56%
Meridian Financial Partners LLC 9,638$4660.53%
Altrius Capital Management Inc 20,683$965,8960.30%
Baystate Wealth Management LLC 63,673$2,973,5400.26%
StrategIQ Financial Group, LLC 47,903$2,237,0640.26%
True Wealth Design, LLC 12,334$576,0080.24%
View complete list of WISDOMTREE TR shareholders