WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $646,000 | -17.6% | 13,410 | -18.3% | 0.16% | -19.2% |
| Q2 2018 | $784,000 | +81.5% | 16,420 | +89.2% | 0.20% | -12.0% |
| Q1 2018 | $432,000 | -7.1% | 8,680 | -7.7% | 0.22% | -20.2% |
| Q3 2017 | $465,000 | +5.0% | 9,409 | +0.2% | 0.28% | +8.9% |
| Q2 2017 | $443,000 | -99.9% | 9,386 | -2.3% | 0.26% | +10.7% |
| Q1 2017 | $434,811,000 | +5.9% | 9,611 | +0.2% | 0.23% | 0.0% |
| Q4 2016 | $410,739,000 | -50.5% | 9,592 | -50.0% | 0.23% | -4.5% |
| Q3 2016 | $829,082,000 | +12.7% | 19,168 | +7.8% | 0.24% | -3.2% |
| Q2 2016 | $735,896,000 | -5.7% | 17,778 | -4.6% | 0.25% | -1.2% |
| Q1 2016 | $780,224,000 | +2.5% | 18,630 | +5.7% | 0.26% | -1.9% |
| Q4 2015 | $760,910,000 | +103.2% | 17,630 | +100.0% | 0.26% | -4.7% |
| Q3 2015 | $374,461,000 | -8.5% | 8,815 | +2.7% | 0.27% | +1.1% |
| Q2 2015 | $409,437,000 | -51.0% | 8,580 | -50.0% | 0.27% | -1.1% |
| Q1 2015 | $836,376,000 | – | 17,160 | – | 0.27% | – |
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% |