WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |