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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,829,715 | +9757537.9% | 62,027 | +9283.8% | 0.01% | – |
| Q4 2022 | $29 | -100.0% | 661 | -67.2% | 0.00% | – |
| Q3 2022 | $75,000 | -10.7% | 2,017 | 0.0% | 0.00% | – |
| Q2 2022 | $84,000 | -14.3% | 2,017 | -0.9% | 0.00% | – |
| Q1 2022 | $98,000 | +25.6% | 2,035 | +27.9% | 0.00% | – |
| Q4 2021 | $78,000 | +52.9% | 1,591 | +47.9% | 0.00% | – |
| Q3 2021 | $51,000 | +27.5% | 1,076 | +31.9% | 0.00% | – |
| Q2 2021 | $40,000 | – | 816 | – | 0.00% | – |
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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% |