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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |