WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794.
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 ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |