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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |