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 ↓ |
---|---|---|---|
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% |