WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 61 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $266,966 | +105838.9% | 5,716 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $252 | -99.9% | 5,723 | -9.8% | 0.00% | 0.0% |
| Q3 2022 | $238,000 | -9.2% | 6,348 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $262,000 | -19.6% | 6,250 | -6.8% | 0.00% | 0.0% |
| Q1 2022 | $326,000 | -5.5% | 6,705 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $345,000 | +3.9% | 6,978 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $332,000 | -5.1% | 6,977 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $350,000 | -1.4% | 7,083 | -5.4% | 0.00% | 0.0% |
| Q1 2021 | $355,000 | -19.5% | 7,491 | -22.0% | 0.00% | 0.0% |
| Q4 2020 | $441,000 | +12.5% | 9,608 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $392,000 | +14.3% | 9,477 | +12.7% | 0.00% | 0.0% |
| Q2 2020 | $343,000 | -3.9% | 8,411 | -12.9% | 0.00% | -50.0% |
| Q1 2020 | $357,000 | -29.2% | 9,660 | -6.1% | 0.00% | 0.0% |
| Q4 2019 | $504,000 | +30.9% | 10,289 | +22.9% | 0.00% | 0.0% |
| Q3 2019 | $385,000 | -1.8% | 8,372 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $392,000 | +30.2% | 8,328 | +28.2% | 0.00% | 0.0% |
| Q1 2019 | $301,000 | -9.1% | 6,497 | -5.3% | 0.00% | 0.0% |
| Q3 2018 | $331,000 | +4.1% | 6,864 | +3.3% | 0.00% | 0.0% |
| Q2 2018 | $318,000 | +55.9% | 6,646 | +40.8% | 0.00% | 0.0% |
| Q3 2016 | $204,000 | -91.0% | 4,719 | -91.0% | 0.00% | -91.3% |
| Q4 2015 | $2,258,000 | +1.0% | 52,306 | -0.6% | 0.02% | -4.2% |
| Q3 2015 | $2,236,000 | +0.7% | 52,628 | +13.1% | 0.02% | +9.1% |
| Q2 2015 | $2,220,000 | – | 46,529 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |