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 | 70,783 | $2,896,000 | 3.32% |
PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |