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 | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |