WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,617,853 | +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 ↓ |
---|---|---|---|
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% |