WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 86 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |