WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,703,213 | +0.0% | 59,255 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $2,703,077 | -1.7% | 57,305 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $2,750,910 | +8.4% | 58,906 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $2,536,648 | -21.4% | 57,638 | -33.2% | 0.00% | 0.0% |
| Q3 2022 | $3,227,000 | -11.5% | 86,244 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $3,647,000 | -13.3% | 87,172 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $4,208,000 | +3.4% | 86,544 | +5.0% | 0.00% | 0.0% |
| Q4 2021 | $4,071,000 | +6.9% | 82,402 | +2.9% | 0.00% | 0.0% |
| Q3 2021 | $3,807,000 | -1.2% | 80,089 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $3,855,000 | +2.3% | 78,125 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $3,768,000 | +13.1% | 79,607 | +9.8% | 0.00% | 0.0% |
| Q4 2020 | $3,331,000 | +4.2% | 72,523 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $3,197,000 | -8.0% | 77,372 | -9.1% | 0.00% | 0.0% |
| Q2 2020 | $3,475,000 | -6.3% | 85,156 | -15.2% | 0.00% | -50.0% |
| Q1 2020 | $3,709,000 | -39.0% | 100,436 | -19.1% | 0.00% | 0.0% |
| Q4 2019 | $6,082,000 | +11.6% | 124,149 | +4.6% | 0.00% | 0.0% |
| Q3 2019 | $5,452,000 | +41.0% | 118,654 | +44.6% | 0.00% | +100.0% |
| Q2 2019 | $3,866,000 | +15.9% | 82,071 | +14.0% | 0.00% | 0.0% |
| Q1 2019 | $3,336,000 | +13.4% | 71,963 | +4.1% | 0.00% | 0.0% |
| Q4 2018 | $2,941,000 | -40.2% | 69,159 | -32.2% | 0.00% | -50.0% |
| Q3 2018 | $4,917,000 | +29.9% | 101,945 | +28.7% | 0.00% | 0.0% |
| Q2 2018 | $3,786,000 | -6.4% | 79,223 | -2.5% | 0.00% | 0.0% |
| Q1 2018 | $4,045,000 | -6.1% | 81,216 | -4.5% | 0.00% | 0.0% |
| Q4 2017 | $4,306,000 | +6.3% | 85,044 | +4.0% | 0.00% | 0.0% |
| Q3 2017 | $4,049,000 | +1.2% | 81,767 | -3.4% | 0.00% | 0.0% |
| Q2 2017 | $4,002,000 | +27.5% | 84,663 | +22.4% | 0.00% | 0.0% |
| Q1 2017 | $3,140,000 | +5.8% | 69,162 | -0.3% | 0.00% | 0.0% |
| Q4 2016 | $2,969,000 | -4.3% | 69,341 | -3.3% | 0.00% | 0.0% |
| Q3 2016 | $3,102,000 | +39.9% | 71,728 | +33.9% | 0.00% | +100.0% |
| Q2 2016 | $2,217,000 | -10.2% | 53,573 | -9.1% | 0.00% | -50.0% |
| Q1 2016 | $2,469,000 | -2.1% | 58,947 | +0.9% | 0.00% | 0.0% |
| Q4 2015 | $2,522,000 | +38.3% | 58,425 | +36.1% | 0.00% | +100.0% |
| Q3 2015 | $1,823,000 | +14.0% | 42,925 | +28.1% | 0.00% | 0.0% |
| Q2 2015 | $1,599,000 | +25.7% | 33,516 | +28.4% | 0.00% | 0.0% |
| Q1 2015 | $1,272,000 | -68.9% | 26,098 | -70.2% | 0.00% | -66.7% |
| Q4 2014 | $4,091,000 | – | 87,534 | – | 0.00% | – |
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% |