WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,152 | -3.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,293 | +1.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,250 | -30.5% | 91 | -34.5% | 0.00% | -33.3% |
| Q4 2022 | $6,117 | +22.3% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 139 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 143 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -56.2% | 148 | -57.5% | 0.00% | -66.7% |
| Q4 2020 | $16,000 | +14.3% | 348 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $14,000 | – | 348 | – | 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% |