WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,890 | -9.7% | 6,398 | -6.6% | 0.10% | -9.5% |
| Q2 2023 | $323,170 | -2.0% | 6,851 | -3.0% | 0.12% | -5.7% |
| Q1 2023 | $329,922 | +12.9% | 7,065 | +6.4% | 0.12% | +4.2% |
| Q4 2022 | $292,348 | +31.1% | 6,643 | +11.6% | 0.12% | +21.6% |
| Q3 2022 | $223,000 | +2.3% | 5,950 | +32.9% | 0.10% | -27.6% |
| Q1 2022 | $218,000 | -15.2% | 4,478 | -14.0% | 0.13% | +22.9% |
| Q4 2021 | $257,000 | +4.0% | 5,206 | +0.3% | 0.11% | -7.6% |
| Q3 2021 | $247,000 | -7.8% | 5,191 | -4.6% | 0.12% | -19.2% |
| Q2 2021 | $268,000 | -7.9% | 5,439 | -11.6% | 0.15% | -38.7% |
| Q1 2021 | $291,000 | +6.6% | 6,156 | +3.8% | 0.24% | -24.2% |
| Q4 2020 | $273,000 | +1.5% | 5,933 | -9.0% | 0.31% | -20.5% |
| Q3 2020 | $269,000 | -50.0% | 6,519 | -50.5% | 0.40% | -51.2% |
| Q2 2020 | $538,000 | -31.2% | 13,175 | -37.7% | 0.81% | -34.3% |
| Q1 2020 | $782,000 | -44.0% | 21,163 | -25.8% | 1.23% | -26.0% |
| Q4 2019 | $1,397,000 | – | 28,514 | – | 1.66% | – |
Download | ||||||
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% |