WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |