WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $17,000 | 0.0% | 340 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $17,000 | +6.2% | 340 | 0.0% | 0.01% | +33.3% |
| Q3 2021 | $16,000 | -5.9% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $16,000 | 0.0% | 340 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $16,000 | +14.3% | 340 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 340 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $14,000 | +7.7% | 340 | 0.0% | 0.01% | -50.0% |
| Q1 2020 | $13,000 | -18.8% | 340 | 0.0% | 0.02% | +45.5% |
| Q3 2019 | $16,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 340 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 340 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $16,000 | -5.9% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $17,000 | – | 340 | – | 0.01% | – |
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% |