KWMG, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
19,9230.0%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$1,302,0000.0%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%
43,7430.0%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%
44,9950.0%1.57%
-14.8%
Q1 2015$2,310,000
+6.4%
44,9950.0%1.84%
+1.9%
Q4 2014$2,171,00044,9951.81%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Key FInancial Inc 262,488$11,974,7034.04%
Powers Advisory Group, LLC 80,471$3,671,0662.49%
BIP Wealth, LLC 200,003$9,124,2210.84%
HUNTINGTON NATIONAL BANK 1,630,873$74,400,4520.75%
Avidian Wealth Solutions, LLC 145,188$6,623,4550.47%
Meridian Financial Partners LLC 8,290$3720.38%
CX Institutional 131,072$5,979,5030.33%
Baystate Wealth Management LLC 64,262$2,931,6440.24%
StrategIQ Financial Group, LLC 45,456$2,073,6840.24%
Altrius Capital Management Inc 17,245$786,7580.23%
View complete list of WISDOMTREE TR shareholders