WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 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 | 280,443 | $14,224,069 | 3.41% |
| Powers Advisory Group, LLC | 82,661 | $4,192,557 | 2.29% |
| Evernest Financial Advisors, LLC | 88,332 | $4,480,182 | 2.01% |
| Cascade Financial Partners, LLC | 204,662 | $10,380,469 | 1.36% |
| BIP Wealth, LLC | 235,625 | $11,950,929 | 0.98% |
| HUNTINGTON NATIONAL BANK | 848,497 | $43,035,773 | 0.33% |
| Golden State Equity Partners | 29,400 | $1,491,162 | 0.31% |
| Avidian Wealth Solutions, LLC | 130,088 | $6,598,045 | 0.27% |
| Meridian Financial Partners LLC | 8,068 | $420 | 0.25% |
| Altrius Capital Management Inc | 17,090 | $866,804 | 0.23% |