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 | $35,492 | -68.9% | 778 | -67.0% | 0.00% | -33.3% |
| Q2 2023 | $113,959 | +13.4% | 2,356 | +16.2% | 0.00% | -25.0% |
| Q1 2023 | $100,527 | +61953.7% | 2,028 | -38.1% | 0.00% | 0.0% |
| Q4 2022 | $162 | -99.9% | 3,275 | -16.1% | 0.00% | -20.0% |
| Q3 2022 | $193,000 | +73.9% | 3,905 | +73.2% | 0.01% | +66.7% |
| Q2 2022 | $111,000 | -50.0% | 2,254 | -50.0% | 0.00% | 0.0% |
| Q1 2022 | $222,000 | +100.0% | 4,508 | +100.0% | 0.00% | +50.0% |
| Q4 2021 | $111,000 | +2.8% | 2,254 | -0.9% | 0.00% | 0.0% |
| Q3 2021 | $108,000 | -27.0% | 2,274 | -24.6% | 0.00% | -33.3% |
| Q2 2021 | $148,000 | +18.4% | 3,016 | +14.3% | 0.00% | +50.0% |
| Q1 2021 | $125,000 | +3.3% | 2,639 | +0.8% | 0.00% | -60.0% |
| Q4 2020 | $121,000 | +12.0% | 2,618 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $108,000 | +0.9% | 2,618 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $107,000 | +9.2% | 2,618 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $98,000 | -24.0% | 2,618 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $129,000 | +6.6% | 2,618 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $121,000 | -42.1% | 2,618 | -46.6% | 0.01% | -38.5% |
| Q4 2018 | $209,000 | +95.3% | 4,905 | +120.9% | 0.01% | +225.0% |
| Q3 2018 | $107,000 | +11.5% | 2,220 | +10.4% | 0.00% | 0.0% |
| Q2 2018 | $96,000 | -5.9% | 2,010 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $102,000 | 0.0% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $102,000 | +36.0% | 2,010 | +33.1% | 0.01% | +66.7% |
| Q3 2017 | $75,000 | +5.6% | 1,510 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $71,000 | +2.9% | 1,510 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $69,000 | -25.8% | 1,510 | -30.7% | 0.00% | -25.0% |
| Q4 2016 | $93,000 | – | 2,180 | – | 0.00% | – |
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% |