WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 88 filers reported holding WISDOMTREE TR in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |