WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,974,703 | -1.2% | 262,488 | +2.1% | 4.04% | +0.5% |
| Q2 2023 | $12,122,310 | +1.2% | 256,992 | +0.2% | 4.02% | -8.0% |
| Q1 2023 | $11,978,921 | +31.2% | 256,508 | +5.1% | 4.37% | +1.2% |
| Q4 2022 | $9,129,210 | +0.0% | 243,966 | 0.0% | 4.31% | +0.5% |
| Q3 2022 | $9,129,000 | +15.7% | 243,966 | +29.3% | 4.29% | +0.5% |
| Q2 2022 | $7,889,000 | -5.9% | 188,681 | +9.4% | 4.27% | +2.5% |
| Q1 2022 | $8,382,000 | +6.7% | 172,440 | +8.4% | 4.17% | +5.9% |
| Q4 2021 | $7,857,000 | +18.2% | 159,007 | +13.7% | 3.94% | +4.6% |
| Q3 2021 | $6,650,000 | +5.0% | 139,880 | +10.0% | 3.76% | +6.4% |
| Q2 2021 | $6,332,000 | +20.1% | 127,122 | +14.1% | 3.54% | +1.8% |
| Q1 2021 | $5,273,000 | +24.6% | 111,413 | +20.9% | 3.48% | +10.4% |
| Q4 2020 | $4,231,000 | +33.1% | 92,120 | +19.7% | 3.15% | -3.5% |
| Q3 2020 | $3,180,000 | +9.8% | 76,950 | +8.7% | 3.26% | -1.7% |
| Q2 2020 | $2,896,000 | -64.6% | 70,783 | -68.2% | 3.32% | -60.5% |
| Q1 2020 | $8,189,000 | +283.6% | 222,298 | +410.2% | 8.40% | +319.4% |
| Q4 2019 | $2,135,000 | – | 43,574 | – | 2.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |