WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |