WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 76 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,920 | -3.7% | 6,662 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $315,709 | -7.9% | 6,693 | -8.9% | 0.00% | 0.0% |
| Q1 2023 | $342,925 | +15.7% | 7,343 | +9.0% | 0.00% | 0.0% |
| Q4 2022 | $296,459 | +41.8% | 6,736 | +56.5% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | +1.0% | 4,305 | +2.9% | 0.00% | 0.0% |
| Q4 2021 | $207,000 | -8.8% | 4,182 | -12.6% | 0.00% | -25.0% |
| Q3 2021 | $227,000 | -7.3% | 4,783 | -7.5% | 0.00% | -20.0% |
| Q1 2021 | $245,000 | +15.0% | 5,169 | +11.7% | 0.01% | +25.0% |
| Q4 2020 | $213,000 | -10.9% | 4,629 | -6.9% | 0.00% | -88.2% |
| Q3 2018 | $239,000 | +0.4% | 4,974 | -1.1% | 0.03% | -19.0% |
| Q2 2018 | $238,000 | +13.9% | 5,027 | +19.7% | 0.04% | +7.7% |
| Q1 2018 | $209,000 | – | 4,201 | – | 0.04% | – |
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% |