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 2023 | $528,823 | -9.3% | 11,211 | -10.2% | 0.01% | -16.7% |
| Q1 2023 | $582,887 | +77.9% | 12,482 | +67.7% | 0.01% | +100.0% |
| Q4 2022 | $327,566 | -99.9% | 7,443 | -62.5% | 0.00% | -25.0% |
| Q3 2022 | $372,372,000 | +87106.6% | 19,860 | +94.4% | 0.00% | 0.0% |
| Q2 2022 | $427,000 | -9.7% | 10,214 | +5.0% | 0.00% | -20.0% |
| Q1 2022 | $473,000 | +8.0% | 9,732 | +9.8% | 0.01% | +25.0% |
| Q4 2021 | $438,000 | -9.1% | 8,864 | -12.5% | 0.00% | -20.0% |
| Q3 2021 | $482,000 | +12.4% | 10,135 | +16.6% | 0.01% | 0.0% |
| Q2 2021 | $429,000 | +2.1% | 8,692 | -2.1% | 0.01% | 0.0% |
| Q1 2021 | $420,000 | +7.7% | 8,877 | +5.4% | 0.01% | 0.0% |
| Q4 2020 | $390,000 | -99.9% | 8,425 | -33.6% | 0.01% | -50.0% |
| Q3 2020 | $525,000,000 | – | 12,694 | – | 0.01% | – |
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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% |