Biltmore Family Office, LLC - WISDOMTREE TR ownership

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
Biltmore Family Office, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$462,000
-51.6%
12,500
-35.9%
0.30%
-20.8%
Q4 2019$955,000
+6.6%
19,5000.0%0.38%
-0.8%
Q3 2019$896,000
+52.1%
19,500
+56.0%
0.39%
+21.3%
Q2 2019$589,000
+1.7%
12,5000.0%0.32%
+8.5%
Q1 2019$579,000
+8.8%
12,5000.0%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$905,00017,8750.41%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Key FInancial Inc 256,508$11,978,9214.37%
Powers Advisory Group, LLC 79,748$3,724,2382.60%
BIP Wealth, LLC 182,726$8,532,4320.94%
HUNTINGTON NATIONAL BANK 1,815,692$84,792,9840.84%
Avidian Wealth Solutions, LLC 218,622$10,209,6450.56%
Meridian Financial Partners LLC 9,638$4660.53%
Altrius Capital Management Inc 20,683$965,8960.30%
Baystate Wealth Management LLC 63,673$2,973,5400.26%
StrategIQ Financial Group, LLC 47,903$2,237,0640.26%
True Wealth Design, LLC 12,334$576,0080.24%
View complete list of WISDOMTREE TR shareholders