WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $377,000 | 0.0% | 7,687 | -6.3% | 0.00% | 0.0% |
| Q3 2019 | $377,000 | +3.6% | 8,202 | +6.0% | 0.00% | 0.0% |
| Q2 2019 | $364,000 | -0.8% | 7,739 | -2.3% | 0.00% | 0.0% |
| Q1 2019 | $367,000 | -6.9% | 7,919 | -14.6% | 0.00% | -25.0% |
| Q4 2018 | $394,000 | +4.5% | 9,274 | +18.5% | 0.00% | 0.0% |
| Q3 2018 | $377,000 | +10.2% | 7,829 | +9.4% | 0.00% | -20.0% |
| Q2 2018 | $342,000 | -9.3% | 7,157 | -5.3% | 0.01% | 0.0% |
| Q1 2018 | $377,000 | +13.2% | 7,557 | +14.7% | 0.01% | +25.0% |
| Q4 2017 | $333,000 | +48.7% | 6,586 | +45.7% | 0.00% | 0.0% |
| Q3 2017 | $224,000 | +22.4% | 4,519 | +16.8% | 0.00% | +33.3% |
| Q2 2017 | $183,000 | +10.2% | 3,869 | +5.7% | 0.00% | 0.0% |
| Q1 2017 | $166,000 | -51.7% | 3,659 | -54.5% | 0.00% | -62.5% |
| Q4 2016 | $344,000 | +11.3% | 8,036 | +12.6% | 0.01% | +14.3% |
| Q3 2016 | $309,000 | -13.0% | 7,136 | -17.1% | 0.01% | -22.2% |
| Q2 2016 | $355,000 | – | 8,608 | – | 0.01% | – |
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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% |