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 2019 | $446,000 | -5.1% | 9,700 | -2.9% | 0.98% | -7.4% |
| Q2 2019 | $470,000 | -5.6% | 9,990 | -7.1% | 1.06% | +2.9% |
| Q1 2019 | $498,000 | -17.8% | 10,750 | -24.5% | 1.03% | -26.9% |
| Q4 2018 | $606,000 | +71.2% | 14,240 | +103.6% | 1.42% | +86.7% |
| Q4 2017 | $354,000 | -80.6% | 6,994 | -81.0% | 0.76% | -65.0% |
| Q3 2017 | $1,826,000 | +11.6% | 36,868 | +6.5% | 2.17% | +10.1% |
| Q2 2017 | $1,636,000 | +35.2% | 34,618 | +29.8% | 1.97% | +8.2% |
| Q1 2017 | $1,210,000 | +131.8% | 26,662 | +118.9% | 1.82% | -32.3% |
| Q4 2016 | $522,000 | +28.3% | 12,181 | +29.4% | 2.69% | +18.1% |
| Q3 2016 | $407,000 | – | 9,415 | – | 2.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |