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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,525 | -1.3% | 428 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,791 | -1.0% | 428 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,988 | +6.1% | 428 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18,836 | +17.7% | 428 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $16,000 | -11.1% | 428 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -80.9% | 428 | -77.9% | 0.01% | -78.6% |
| Q1 2022 | $94,000 | -2.1% | 1,938 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $96,000 | +4.3% | 1,938 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $92,000 | -4.2% | 1,938 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $96,000 | +4.3% | 1,938 | 0.0% | 0.06% | -1.8% |
| Q1 2021 | $92,000 | +3.4% | 1,938 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $89,000 | +11.2% | 1,938 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $80,000 | +1.3% | 1,938 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $79,000 | +9.7% | 1,938 | 0.0% | 0.06% | -4.8% |
| Q1 2020 | $72,000 | -24.2% | 1,938 | 0.0% | 0.06% | -4.5% |
| Q4 2019 | $95,000 | +6.7% | 1,938 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $89,000 | -2.2% | 1,938 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $91,000 | +1.1% | 1,938 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $90,000 | +9.8% | 1,938 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $82,000 | +41.4% | 1,938 | +61.0% | 0.07% | +58.1% |
| Q3 2018 | $58,000 | 0.0% | 1,204 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $58,000 | -3.3% | 1,204 | 0.0% | 0.04% | -8.3% |
| Q1 2018 | $60,000 | -1.6% | 1,204 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $61,000 | +1.7% | 1,204 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $60,000 | +5.3% | 1,204 | 0.0% | 0.05% | -15.5% |
| Q2 2017 | $57,000 | +3.6% | 1,204 | 0.0% | 0.06% | +20.8% |
| Q1 2017 | $55,000 | +5.8% | 1,204 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $52,000 | 0.0% | 1,204 | 0.0% | 0.05% | -4.0% |
| Q3 2016 | $52,000 | +4.0% | 1,204 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $50,000 | 0.0% | 1,204 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $50,000 | -3.8% | 1,204 | 0.0% | 0.05% | -3.8% |
| Q4 2015 | $52,000 | +2.0% | 1,204 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $51,000 | -10.5% | 1,204 | 0.0% | 0.05% | -1.9% |
| Q2 2015 | $57,000 | -3.4% | 1,204 | 0.0% | 0.05% | -5.4% |
| Q1 2015 | $59,000 | +5.4% | 1,204 | 0.0% | 0.06% | +1.8% |
| Q4 2014 | $56,000 | – | 1,204 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |