WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 76 filers reported holding WISDOMTREE TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| 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% |