WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,144 | -5.1% | 4,716 | -1.9% | 0.09% | -3.4% |
| Q2 2023 | $226,793 | -15.0% | 4,808 | -15.9% | 0.09% | -19.8% |
| Q1 2023 | $266,844 | -23.9% | 5,714 | -28.3% | 0.11% | -30.6% |
| Q4 2022 | $350,760 | -26.5% | 7,970 | -37.4% | 0.16% | -35.5% |
| Q3 2022 | $477,000 | +51.4% | 12,741 | +69.3% | 0.25% | +74.6% |
| Q2 2022 | $315,000 | -2.5% | 7,524 | +13.3% | 0.14% | +8.4% |
| Q1 2022 | $323,000 | -33.3% | 6,640 | -32.2% | 0.13% | -41.3% |
| Q4 2021 | $484,000 | -17.1% | 9,798 | -20.2% | 0.22% | -25.4% |
| Q3 2021 | $584,000 | -21.3% | 12,278 | -18.4% | 0.30% | -21.5% |
| Q2 2021 | $742,000 | -19.4% | 15,039 | -22.7% | 0.38% | -27.3% |
| Q1 2021 | $921,000 | +11.6% | 19,460 | +8.3% | 0.52% | +1.7% |
| Q4 2020 | $825,000 | +16.4% | 17,970 | +4.7% | 0.52% | +8.0% |
| Q3 2020 | $709,000 | +5.7% | 17,162 | +4.3% | 0.48% | -1.2% |
| Q2 2020 | $671,000 | -12.4% | 16,451 | -20.7% | 0.48% | -19.5% |
| Q1 2020 | $766,000 | -15.8% | 20,755 | +11.8% | 0.60% | +11.3% |
| Q4 2019 | $910,000 | +21.5% | 18,567 | +10.6% | 0.54% | +6.7% |
| Q3 2019 | $749,000 | +35.4% | 16,792 | +44.0% | 0.50% | +35.0% |
| Q2 2019 | $553,000 | – | 11,664 | – | 0.37% | – |
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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% |