WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,073,684 | -5.3% | 45,456 | -2.1% | 0.24% | -4.0% |
| Q2 2023 | $2,189,267 | -2.1% | 46,412 | -3.1% | 0.25% | -3.1% |
| Q1 2023 | $2,237,064 | +5.9% | 47,903 | -0.2% | 0.26% | +5.3% |
| Q4 2022 | $2,111,751 | +12.8% | 47,983 | -4.1% | 0.24% | +2.9% |
| Q3 2022 | $1,872,000 | -11.8% | 50,015 | -1.4% | 0.24% | -7.4% |
| Q2 2022 | $2,122,000 | -15.5% | 50,727 | -1.8% | 0.26% | -5.9% |
| Q1 2022 | $2,512,000 | -1.9% | 51,671 | -0.3% | 0.27% | +6.2% |
| Q4 2021 | $2,560,000 | +3.0% | 51,816 | -0.9% | 0.26% | -48.0% |
| Q3 2021 | $2,486,000 | -4.8% | 52,288 | -1.2% | 0.49% | -4.3% |
| Q2 2021 | $2,612,000 | +4.4% | 52,923 | +0.1% | 0.52% | -1.9% |
| Q1 2021 | $2,502,000 | +2.8% | 52,869 | -0.2% | 0.53% | -3.5% |
| Q4 2020 | $2,433,000 | +9.3% | 52,961 | -1.7% | 0.54% | -2.3% |
| Q3 2020 | $2,226,000 | -6.4% | 53,856 | -7.5% | 0.56% | -12.9% |
| Q2 2020 | $2,377,000 | +3.1% | 58,251 | -6.7% | 0.64% | -10.3% |
| Q1 2020 | $2,306,000 | -26.4% | 62,445 | -2.4% | 0.72% | -11.5% |
| Q4 2019 | $3,134,000 | +6.9% | 63,978 | +0.3% | 0.81% | -2.4% |
| Q3 2019 | $2,932,000 | +6.4% | 63,816 | +9.1% | 0.83% | +3.8% |
| Q2 2019 | $2,756,000 | +12.3% | 58,507 | +10.5% | 0.80% | +5.7% |
| Q1 2019 | $2,455,000 | +67.7% | 52,955 | +53.8% | 0.76% | +50.4% |
| Q4 2018 | $1,464,000 | +183.2% | 34,438 | +221.1% | 0.50% | +206.1% |
| Q3 2018 | $517,000 | – | 10,726 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |