WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,326 | -6.4% | 11,406 | -3.2% | 0.05% | -5.9% |
| Q2 2023 | $555,707 | -17.6% | 11,781 | -18.5% | 0.05% | -23.9% |
| Q1 2023 | $674,666 | -2.8% | 14,447 | -8.4% | 0.07% | -10.7% |
| Q4 2022 | $694,439 | +3.3% | 15,779 | -12.1% | 0.08% | -5.1% |
| Q3 2022 | $672,000 | -10.4% | 17,957 | +0.2% | 0.08% | -4.8% |
| Q2 2022 | $750,000 | -13.6% | 17,930 | +0.4% | 0.08% | -1.2% |
| Q1 2022 | $868,000 | -9.9% | 17,864 | -8.4% | 0.08% | -2.3% |
| Q4 2021 | $963,000 | -0.6% | 19,492 | +0.1% | 0.09% | -14.0% |
| Q3 2021 | $969,000 | -37.2% | 19,464 | -37.7% | 0.10% | -37.9% |
| Q2 2021 | $1,543,000 | +4.4% | 31,265 | +0.1% | 0.16% | -26.1% |
| Q1 2021 | $1,478,000 | -3.9% | 31,219 | -6.8% | 0.22% | -11.0% |
| Q4 2020 | $1,538,000 | +11.3% | 33,480 | +0.1% | 0.24% | -2.0% |
| Q3 2020 | $1,382,000 | -5.6% | 33,450 | -6.8% | 0.25% | -13.8% |
| Q2 2020 | $1,464,000 | +12.6% | 35,879 | +2.0% | 0.29% | -6.5% |
| Q1 2020 | $1,300,000 | -24.6% | 35,191 | +0.1% | 0.31% | -8.6% |
| Q4 2019 | $1,723,000 | -5.4% | 35,162 | -11.3% | 0.34% | -9.4% |
| Q3 2019 | $1,821,000 | -4.8% | 39,622 | -2.4% | 0.37% | -3.1% |
| Q2 2019 | $1,912,000 | -1.3% | 40,591 | -2.9% | 0.39% | -3.5% |
| Q1 2019 | $1,937,000 | +8.5% | 41,784 | -0.5% | 0.40% | -2.0% |
| Q4 2018 | $1,786,000 | -12.3% | 42,001 | -0.5% | 0.41% | -1.4% |
| Q3 2018 | $2,037,000 | +0.1% | 42,231 | -0.8% | 0.41% | +2.7% |
| Q2 2018 | $2,034,000 | -6.3% | 42,561 | -2.3% | 0.40% | -9.6% |
| Q1 2018 | $2,170,000 | -2.4% | 43,566 | -0.8% | 0.45% | -1.1% |
| Q4 2017 | $2,223,000 | +7.8% | 43,897 | +5.4% | 0.45% | +2.3% |
| Q3 2017 | $2,062,000 | +3.7% | 41,649 | -1.0% | 0.44% | -3.7% |
| Q2 2017 | $1,988,000 | +4.4% | 42,056 | +0.3% | 0.46% | -2.6% |
| Q1 2017 | $1,904,000 | +6.4% | 41,947 | +0.4% | 0.47% | -5.6% |
| Q4 2016 | $1,790,000 | +4.7% | 41,787 | +5.7% | 0.50% | +2.3% |
| Q3 2016 | $1,709,000 | +2.8% | 39,524 | -1.6% | 0.49% | -3.2% |
| Q2 2016 | $1,662,000 | -6.3% | 40,164 | -5.2% | 0.50% | -17.1% |
| Q1 2016 | $1,774,000 | -5.9% | 42,354 | -3.0% | 0.61% | -11.6% |
| Q4 2015 | $1,885,000 | +1.8% | 43,675 | +0.2% | 0.69% | -1.2% |
| Q3 2015 | $1,852,000 | -27.9% | 43,588 | -19.1% | 0.70% | -22.4% |
| Q2 2015 | $2,570,000 | -1.7% | 53,863 | +0.4% | 0.90% | -4.3% |
| Q1 2015 | $2,615,000 | +4.5% | 53,649 | +0.1% | 0.94% | +1.3% |
| Q4 2014 | $2,503,000 | +20.0% | 53,571 | +28.3% | 0.92% | +8.8% |
| Q3 2014 | $2,085,000 | -7.5% | 41,743 | -1.0% | 0.85% | -2.6% |
| Q2 2014 | $2,254,000 | +3.4% | 42,179 | +0.5% | 0.87% | -8.9% |
| Q1 2014 | $2,180,000 | +0.6% | 41,971 | +0.7% | 0.96% | -0.8% |
| Q4 2013 | $2,167,000 | – | 41,698 | – | 0.96% | – |
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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% |