WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,306 | -0.1% | 26 | +4.0% | 0.00% | 0.0% |
| Q1 2024 | $1,307 | +5.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $1,237 | +8.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,138 | -2.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,169 | +2.9% | 25 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $1,136 | +7.2% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,060 | +6.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | 0.0% | 24 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 23 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | – | 22 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 22 | +4.8% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | – | 21 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |