WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 69 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 256,992 | $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% |