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 | 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% |