WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. 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 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |