WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $4,000 | – | 100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
Creative Planning | 2,316,550 | $106,446,000 | 0.35% |