WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $323,000 | -11.5% | 6,589 | -17.1% | 0.06% | -20.8% |
Q3 2019 | $365,000 | -5.9% | 7,946 | -3.5% | 0.08% | -11.5% |
Q2 2019 | $388,000 | +1.6% | 8,238 | -0.0% | 0.09% | -3.3% |
Q1 2019 | $382,000 | -1.8% | 8,242 | -9.8% | 0.09% | -8.2% |
Q4 2018 | $389,000 | -62.1% | 9,137 | -57.1% | 0.10% | -60.8% |
Q3 2018 | $1,026,000 | -15.1% | 21,279 | -15.8% | 0.25% | -21.9% |
Q2 2018 | $1,208,000 | -5.3% | 25,272 | -1.4% | 0.32% | -9.3% |
Q1 2018 | $1,276,000 | -8.7% | 25,620 | -7.2% | 0.35% | -14.5% |
Q4 2017 | $1,398,000 | +0.8% | 27,606 | -1.4% | 0.41% | -7.6% |
Q3 2017 | $1,387,000 | -43.4% | 28,001 | -46.0% | 0.45% | -47.7% |
Q2 2017 | $2,452,000 | -58.9% | 51,869 | -60.6% | 0.86% | -62.2% |
Q1 2017 | $5,972,000 | +17.8% | 131,549 | +11.1% | 2.26% | +13.9% |
Q4 2016 | $5,069,000 | +25.3% | 118,380 | +26.5% | 1.99% | +11.1% |
Q3 2016 | $4,047,000 | +19.6% | 93,579 | +14.4% | 1.79% | +17.3% |
Q2 2016 | $3,385,000 | +16.4% | 81,780 | +17.8% | 1.52% | +7.8% |
Q1 2016 | $2,907,000 | +14.7% | 69,405 | +18.2% | 1.41% | +7.1% |
Q4 2015 | $2,534,000 | +4.0% | 58,722 | +2.4% | 1.32% | -14.9% |
Q3 2015 | $2,437,000 | +23.1% | 57,361 | +38.3% | 1.55% | +22.5% |
Q2 2015 | $1,980,000 | +8.9% | 41,490 | +11.2% | 1.27% | +2.8% |
Q1 2015 | $1,818,000 | +16.8% | 37,310 | +12.0% | 1.23% | +13.4% |
Q4 2014 | $1,557,000 | – | 33,309 | – | 1.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |