WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 93 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 256,508 | $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% |