WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $222,642 | -49.3% | 4,720 | -49.8% | 0.03% | -52.5% |
Q1 2023 | $439,307 | -14.8% | 9,407 | -19.7% | 0.06% | -19.2% |
Q4 2022 | $515,489 | +5.2% | 11,713 | -10.5% | 0.07% | -2.7% |
Q3 2022 | $490,000 | -11.9% | 13,089 | -1.5% | 0.08% | -10.7% |
Q2 2022 | $556,000 | -15.2% | 13,285 | -1.5% | 0.08% | -6.7% |
Q1 2022 | $656,000 | -31.7% | 13,493 | -30.6% | 0.09% | -30.8% |
Q4 2021 | $960,000 | +2.5% | 19,437 | -1.4% | 0.13% | -5.1% |
Q3 2021 | $937,000 | -4.0% | 19,715 | -1.0% | 0.14% | -6.2% |
Q2 2021 | $976,000 | +3.5% | 19,923 | 0.0% | 0.15% | -2.7% |
Q1 2021 | $943,000 | -0.8% | 19,923 | -3.8% | 0.15% | -11.8% |
Q4 2020 | $951,000 | +8.4% | 20,705 | -2.4% | 0.17% | -4.0% |
Q3 2020 | $877,000 | +0.9% | 21,224 | -0.3% | 0.18% | -5.9% |
Q2 2020 | $869,000 | +12.9% | 21,282 | +2.1% | 0.19% | -8.7% |
Q1 2020 | $770,000 | -27.8% | 20,840 | -4.3% | 0.21% | -12.0% |
Q4 2019 | $1,066,000 | +4.4% | 21,768 | -2.0% | 0.23% | -4.5% |
Q3 2019 | $1,021,000 | -2.9% | 22,222 | -0.5% | 0.24% | -3.2% |
Q2 2019 | $1,052,000 | +0.3% | 22,338 | -1.2% | 0.25% | -2.7% |
Q1 2019 | $1,049,000 | +6.4% | 22,620 | -2.5% | 0.26% | -3.7% |
Q4 2018 | $986,000 | -12.0% | 23,195 | -0.1% | 0.27% | -5.6% |
Q3 2018 | $1,120,000 | +0.9% | 23,217 | -0.1% | 0.29% | -5.9% |
Q2 2018 | $1,110,000 | -4.2% | 23,237 | -0.1% | 0.30% | -10.9% |
Q1 2018 | $1,159,000 | -11.0% | 23,266 | -9.5% | 0.34% | -13.0% |
Q4 2017 | $1,302,000 | 0.0% | 25,707 | -2.2% | 0.39% | -8.6% |
Q3 2017 | $1,302,000 | +3.3% | 26,296 | -1.4% | 0.43% | -3.8% |
Q2 2017 | $1,260,000 | -0.3% | 26,662 | -4.2% | 0.45% | -8.6% |
Q1 2017 | $1,264,000 | -17.3% | 27,831 | -22.0% | 0.49% | -26.6% |
Q4 2016 | $1,528,000 | -17.4% | 35,687 | -16.5% | 0.66% | -25.9% |
Q3 2016 | $1,849,000 | +3.5% | 42,760 | -1.0% | 0.90% | -7.0% |
Q2 2016 | $1,787,000 | -2.5% | 43,171 | -1.3% | 0.97% | -10.4% |
Q1 2016 | $1,832,000 | -3.0% | 43,743 | 0.0% | 1.08% | -15.5% |
Q4 2015 | $1,888,000 | +1.1% | 43,743 | -0.6% | 1.28% | -9.4% |
Q3 2015 | $1,868,000 | -13.0% | 43,985 | -2.2% | 1.41% | -10.5% |
Q2 2015 | $2,147,000 | -7.1% | 44,995 | 0.0% | 1.57% | -14.8% |
Q1 2015 | $2,310,000 | +6.4% | 44,995 | 0.0% | 1.84% | +1.9% |
Q4 2014 | $2,171,000 | – | 44,995 | – | 1.81% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
CX Institutional | 131,072 | $5,979,503 | 0.33% |
Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |