WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
---|---|---|---|
Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
Creative Planning | 2,316,550 | $106,446,000 | 0.35% |