WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 80 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |