WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $462,000 | -51.6% | 12,500 | -35.9% | 0.30% | -20.8% |
| Q4 2019 | $955,000 | +6.6% | 19,500 | 0.0% | 0.38% | -0.8% |
| Q3 2019 | $896,000 | +52.1% | 19,500 | +56.0% | 0.39% | +21.3% |
| Q2 2019 | $589,000 | +1.7% | 12,500 | 0.0% | 0.32% | +8.5% |
| Q1 2019 | $579,000 | +8.8% | 12,500 | 0.0% | 0.29% | -2.0% |
| Q4 2018 | $532,000 | -13.6% | 12,500 | -2.2% | 0.30% | +2.4% |
| Q3 2018 | $616,000 | -15.0% | 12,775 | -15.8% | 0.29% | -18.8% |
| Q2 2018 | $725,000 | -17.6% | 15,175 | -14.1% | 0.36% | -7.7% |
| Q1 2018 | $880,000 | -2.8% | 17,675 | -1.1% | 0.39% | -4.4% |
| Q4 2017 | $905,000 | – | 17,875 | – | 0.41% | – |
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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% |