WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,038,000 | -2.0% | 21,917 | -4.9% | 0.12% | +5.4% |
| Q4 2020 | $1,059,000 | -14.2% | 23,058 | -22.8% | 0.11% | -23.3% |
| Q3 2020 | $1,234,000 | -19.3% | 29,878 | -8.0% | 0.15% | -15.6% |
| Q2 2020 | $1,529,000 | +25.0% | 32,464 | -2.0% | 0.17% | -4.4% |
| Q1 2020 | $1,223,000 | -26.3% | 33,123 | -2.2% | 0.18% | -3.2% |
| Q4 2019 | $1,659,000 | +9.1% | 33,863 | +2.4% | 0.19% | +2.2% |
| Q3 2019 | $1,520,000 | – | 33,083 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |