WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 80 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |