WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,330,000 | -64.6% | 32,625 | -68.0% | 0.64% | -54.7% |
| Q1 2020 | $3,761,000 | -46.6% | 101,955 | -29.1% | 1.42% | -25.1% |
| Q4 2019 | $7,038,000 | -23.3% | 143,771 | -28.1% | 1.90% | -22.1% |
| Q3 2019 | $9,176,000 | -24.7% | 199,829 | -22.8% | 2.43% | -20.2% |
| Q2 2019 | $12,194,000 | -15.4% | 258,874 | -16.7% | 3.05% | -13.9% |
| Q1 2019 | $14,407,000 | -12.5% | 310,802 | -19.7% | 3.54% | -7.4% |
| Q4 2018 | $16,464,000 | -29.5% | 387,200 | -20.0% | 3.83% | -19.9% |
| Q3 2018 | $23,345,000 | -15.4% | 484,034 | -16.2% | 4.78% | -25.0% |
| Q2 2018 | $27,588,000 | -14.1% | 577,275 | -10.4% | 6.38% | -31.9% |
| Q1 2018 | $32,100,000 | -6.6% | 644,539 | -5.0% | 9.37% | -9.2% |
| Q4 2017 | $34,354,000 | -8.9% | 678,540 | -10.9% | 10.31% | +25.0% |
| Q3 2017 | $37,704,000 | -3.4% | 761,402 | -6.0% | 8.25% | -12.6% |
| Q2 2017 | $39,050,000 | -5.2% | 810,304 | -9.2% | 9.44% | -7.8% |
| Q1 2017 | $41,200,000 | +15.3% | 892,764 | +9.5% | 10.24% | -1.6% |
| Q4 2016 | $35,738,000 | -6.2% | 814,986 | -10.1% | 10.41% | +7.9% |
| Q3 2016 | $38,089,000 | +10.0% | 906,916 | +7.1% | 9.64% | -16.7% |
| Q2 2016 | $34,635,000 | -0.7% | 846,469 | +5.8% | 11.58% | -6.7% |
| Q1 2016 | $34,893,000 | +38.5% | 799,813 | +22.9% | 12.41% | +8.5% |
| Q4 2015 | $25,193,000 | – | 650,842 | – | 11.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |