WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 84 filers reported holding WISDOMTREE TR in Q4 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 243,966 | $9,129,210 | 4.31% |
| Powers Advisory Group, LLC | 74,667 | $3,286,103 | 2.42% |
| HUNTINGTON NATIONAL BANK | 1,727,923 | $76,045,896 | 0.79% |
| Meridian Financial Partners LLC | 10,281 | $482 | 0.54% |
| Avidian Wealth Solutions, LLC | 173,268 | $7,625,511 | 0.50% |
| Altrius Capital Management Inc | 25,111 | $1,105,153 | 0.35% |
| True Wealth Design, LLC | 12,333 | $542,781 | 0.25% |
| StrategIQ Financial Group, LLC | 47,983 | $2,111,751 | 0.24% |
| Baystate Wealth Management LLC | 56,683 | $2,495 | 0.23% |
| Creative Planning | 2,991,114 | $131,638,935 | 0.20% |