WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 93 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $26,000 | -23.5% | 698 | +0.6% | 0.01% | -16.7% |
| Q4 2019 | $34,000 | +9.7% | 694 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | -3.1% | 689 | +0.6% | 0.01% | -14.3% |
| Q2 2019 | $32,000 | +3.2% | 685 | +1.8% | 0.01% | +16.7% |
| Q1 2019 | $31,000 | +10.7% | 673 | +0.6% | 0.01% | -14.3% |
| Q4 2018 | $28,000 | -12.5% | 669 | +0.6% | 0.01% | +16.7% |
| Q3 2018 | $32,000 | +3.2% | 665 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $31,000 | – | 660 | – | 0.01% | – |
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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% |