WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,671 | -2.9% | 7,555 | +0.4% | 0.02% | -5.3% |
| Q2 2023 | $354,951 | +1.2% | 7,525 | +0.2% | 0.02% | -9.5% |
| Q1 2023 | $350,689 | +40.7% | 7,509 | +32.6% | 0.02% | +40.0% |
| Q4 2022 | $249,308 | +20.4% | 5,665 | +2.3% | 0.02% | +7.1% |
| Q3 2022 | $207,000 | -8.4% | 5,536 | +2.1% | 0.01% | +27.3% |
| Q2 2022 | $226,000 | +0.9% | 5,421 | +17.2% | 0.01% | +10.0% |
| Q1 2022 | $224,000 | +198.7% | 4,627 | +203.2% | 0.01% | +233.3% |
| Q4 2021 | $75,000 | +5.6% | 1,526 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $71,000 | -4.1% | 1,503 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $74,000 | +29.8% | 1,499 | +25.5% | 0.00% | +50.0% |
| Q1 2021 | $57,000 | -41.8% | 1,194 | -42.4% | 0.00% | -50.0% |
| Q4 2020 | $98,000 | +216.1% | 2,074 | +172.9% | 0.00% | +100.0% |
| Q3 2020 | $31,000 | +3.3% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | -3.2% | 760 | -11.6% | 0.00% | 0.0% |
| Q1 2020 | $31,000 | -20.5% | 860 | +6.2% | 0.00% | 0.0% |
| Q4 2019 | $39,000 | +14.7% | 810 | +6.6% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | 0.0% | 760 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 760 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $32,000 | -11.1% | 760 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $36,000 | 0.0% | 760 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $36,000 | -2.7% | 760 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 760 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $38,000 | +2.7% | 760 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $37,000 | 0.0% | 760 | -4.4% | 0.00% | 0.0% |
| Q2 2017 | $37,000 | +8.8% | 795 | +4.6% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | +6.2% | 760 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $32,000 | -13.5% | 760 | -11.8% | 0.00% | -20.0% |
| Q3 2016 | $37,000 | +5.7% | 862 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $35,000 | +775.0% | 862 | +745.1% | 0.01% | +400.0% |
| Q1 2016 | $4,000 | – | 102 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |