WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,617,853 | +7.3% | 57,363 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $2,440,053 | +5.6% | 51,917 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $2,310,165 | +17.1% | 49,339 | +10.1% | 0.00% | 0.0% |
| Q4 2022 | $1,972,401 | +73.6% | 44,815 | +47.7% | 0.00% | +33.3% |
| Q3 2022 | $1,136,000 | +4.6% | 30,347 | +17.0% | 0.00% | +50.0% |
| Q2 2022 | $1,086,000 | +43.7% | 25,946 | +67.0% | 0.00% | +100.0% |
| Q1 2022 | $756,000 | +30.6% | 15,536 | +32.4% | 0.00% | 0.0% |
| Q4 2021 | $579,000 | +5.3% | 11,730 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $550,000 | +0.7% | 11,569 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $546,000 | +10.1% | 11,070 | +5.6% | 0.00% | 0.0% |
| Q1 2021 | $496,000 | +3.8% | 10,481 | +0.9% | 0.00% | 0.0% |
| Q4 2020 | $478,000 | +5.5% | 10,386 | -5.6% | 0.00% | 0.0% |
| Q3 2020 | $453,000 | +10.0% | 10,997 | +9.1% | 0.00% | 0.0% |
| Q2 2020 | $412,000 | +7.0% | 10,081 | -3.5% | 0.00% | -50.0% |
| Q1 2020 | $385,000 | – | 10,448 | – | 0.00% | – |
Download | ||||||
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% |