WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 84 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |