WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |