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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $233,000 | +6.9% | 4,750 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $218,000 | -2.7% | 4,750 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $224,000 | +1.8% | 4,750 | 0.0% | 0.08% | +4.2% |
| Q1 2019 | $220,000 | +2.3% | 4,750 | -5.9% | 0.07% | -7.7% |
| Q4 2018 | $215,000 | -69.8% | 5,050 | -65.8% | 0.08% | -63.7% |
| Q3 2018 | $711,000 | -51.0% | 14,750 | -51.5% | 0.22% | -13.7% |
| Q2 2018 | $1,452,000 | +91.8% | 30,400 | +100.0% | 0.25% | -14.1% |
| Q1 2018 | $757,000 | -42.0% | 15,200 | -41.0% | 0.29% | -42.7% |
| Q4 2017 | $1,305,000 | +2.3% | 25,775 | 0.0% | 0.51% | -3.4% |
| Q3 2017 | $1,276,000 | +246.7% | 25,775 | +231.5% | 0.52% | +229.6% |
| Q2 2017 | $368,000 | +2.2% | 7,775 | -1.9% | 0.16% | +0.6% |
| Q1 2017 | $360,000 | -78.3% | 7,925 | -79.5% | 0.16% | -65.1% |
| Q4 2016 | $1,658,000 | -32.7% | 38,730 | -32.0% | 0.45% | -32.0% |
| Q3 2016 | $2,462,000 | +18.7% | 56,915 | +13.5% | 0.67% | -6.1% |
| Q2 2016 | $2,075,000 | -26.2% | 50,140 | -25.3% | 0.71% | +1.1% |
| Q1 2016 | $2,811,000 | -2.3% | 67,115 | +0.6% | 0.70% | -8.8% |
| Q4 2015 | $2,878,000 | +126.4% | 66,685 | +122.8% | 0.77% | +116.6% |
| Q3 2015 | $1,271,000 | -13.8% | 29,925 | -3.1% | 0.36% | -15.1% |
| Q2 2015 | $1,474,000 | +8.7% | 30,888 | +11.0% | 0.42% | +13.6% |
| Q1 2015 | $1,356,000 | +2.9% | 27,825 | -1.3% | 0.37% | +1.7% |
| Q4 2014 | $1,318,000 | -31.7% | 28,200 | -27.0% | 0.36% | -35.2% |
| Q3 2014 | $1,931,000 | +92.7% | 38,650 | +106.1% | 0.56% | +92.8% |
| Q2 2014 | $1,002,000 | – | 18,750 | – | 0.29% | – |
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% |