WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 80 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |