WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |