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 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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |