WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $106,000 | -1.9% | 2,186 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $108,000 | +3.8% | 2,186 | 0.0% | 0.03% | -5.6% |
| Q3 2021 | $104,000 | -3.7% | 2,186 | 0.0% | 0.04% | -5.3% |
| Q2 2021 | $108,000 | +4.9% | 2,186 | 0.0% | 0.04% | -5.0% |
| Q1 2021 | $103,000 | +3.0% | 2,186 | 0.0% | 0.04% | -9.1% |
| Q4 2020 | $100,000 | +11.1% | 2,186 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $90,000 | +1.1% | 2,186 | 0.0% | 0.04% | -6.2% |
| Q2 2020 | $89,000 | +9.9% | 2,186 | 0.0% | 0.05% | -11.1% |
| Q1 2020 | $81,000 | -24.3% | 2,186 | 0.0% | 0.05% | -11.5% |
| Q4 2019 | $107,000 | +7.0% | 2,186 | 0.0% | 0.06% | +1.7% |
| Q3 2019 | $100,000 | -2.9% | 2,186 | 0.0% | 0.06% | -4.8% |
| Q2 2019 | $103,000 | +2.0% | 2,186 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $101,000 | +8.6% | 2,186 | 0.0% | 0.06% | -4.5% |
| Q4 2018 | $93,000 | -7.9% | 2,186 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $101,000 | -2.9% | 2,186 | 0.0% | 0.07% | -11.8% |
| Q2 2018 | $104,000 | -4.6% | 2,186 | 0.0% | 0.08% | -8.4% |
| Q1 2018 | $109,000 | – | 2,186 | – | 0.08% | – |
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% |