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 2023 | $318,336 | -4.3% | 6,978 | -2.1% | 0.03% | -12.9% |
| Q1 2023 | $332,737 | +106205.8% | 7,125 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $313 | -99.9% | 7,125 | -19.7% | 0.03% | -20.5% |
| Q2 2022 | $371,000 | -12.7% | 8,870 | +1.3% | 0.04% | -9.3% |
| Q1 2022 | $425,000 | +7.9% | 8,758 | +9.6% | 0.04% | +13.2% |
| Q4 2021 | $394,000 | +4.0% | 7,992 | 0.0% | 0.04% | -7.3% |
| Q3 2021 | $379,000 | -11.4% | 7,992 | -8.0% | 0.04% | -14.6% |
| Q2 2021 | $428,000 | +4.1% | 8,691 | 0.0% | 0.05% | -5.9% |
| Q1 2021 | $411,000 | +3.0% | 8,691 | 0.0% | 0.05% | -7.3% |
| Q4 2020 | $399,000 | -3.4% | 8,691 | -13.1% | 0.06% | -17.9% |
| Q3 2020 | $413,000 | +10.7% | 9,997 | +9.2% | 0.07% | 0.0% |
| Q2 2020 | $373,000 | +21.9% | 9,152 | +10.4% | 0.07% | -1.5% |
| Q1 2020 | $306,000 | -27.7% | 8,292 | -4.1% | 0.07% | -11.7% |
| Q4 2019 | $423,000 | +62.7% | 8,647 | +52.6% | 0.08% | +54.0% |
| Q3 2019 | $260,000 | – | 5,665 | – | 0.05% | – |
Download | ||||||
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% |