WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |