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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $50,000 | -12.3% | 1,174 | 0.0% | 0.02% | -42.1% |
| Q3 2018 | $57,000 | 0.0% | 1,174 | -1.7% | 0.04% | +31.0% |
| Q2 2018 | $57,000 | -31.3% | 1,194 | -29.6% | 0.03% | -35.6% |
| Q1 2018 | $83,000 | -5.7% | 1,697 | 0.0% | 0.04% | -21.1% |
| Q4 2017 | $88,000 | -7.4% | 1,697 | -11.6% | 0.06% | -6.6% |
| Q3 2017 | $95,000 | -91.8% | 1,920 | -92.2% | 0.06% | -92.2% |
| Q2 2017 | $1,162,000 | -1.9% | 24,583 | -5.8% | 0.79% | -11.0% |
| Q1 2017 | $1,184,000 | +65.4% | 26,098 | +56.3% | 0.88% | +9.7% |
| Q4 2016 | $716,000 | -38.4% | 16,695 | -37.9% | 0.80% | -22.4% |
| Q3 2016 | $1,163,000 | -13.0% | 26,896 | -16.7% | 1.04% | -15.5% |
| Q2 2016 | $1,337,000 | -5.6% | 32,278 | -4.7% | 1.23% | -14.4% |
| Q1 2016 | $1,417,000 | -38.8% | 33,856 | -32.5% | 1.44% | -34.6% |
| Q3 2015 | $2,314,000 | -0.5% | 50,192 | +3.0% | 2.20% | +15.6% |
| Q2 2015 | $2,326,000 | +7.1% | 48,725 | +9.4% | 1.90% | -26.8% |
| Q1 2015 | $2,171,000 | +8.0% | 44,551 | +3.5% | 2.60% | +41.0% |
| Q4 2014 | $2,011,000 | – | 43,063 | – | 1.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |