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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $14,000 | -44.0% | 300 | -43.2% | 0.00% | -42.9% |
| Q2 2018 | $25,000 | -24.2% | 528 | -21.3% | 0.01% | -36.4% |
| Q1 2018 | $33,000 | -79.6% | 671 | -79.0% | 0.01% | -72.5% |
| Q4 2017 | $162,000 | -5.8% | 3,201 | -7.9% | 0.04% | -31.0% |
| Q3 2017 | $172,000 | -22.2% | 3,476 | -25.7% | 0.06% | -23.7% |
| Q2 2017 | $221,000 | +3.3% | 4,678 | -0.9% | 0.08% | -5.0% |
| Q1 2017 | $214,000 | -34.0% | 4,719 | -36.1% | 0.08% | -57.9% |
| Q4 2016 | $324,000 | – | 7,387 | – | 0.19% | – |
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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% |