WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $118,795 | -1.9% | 2,342 | 0.0% | 0.05% | -3.8% |
| Q1 2024 | $121,119 | +5.0% | 2,342 | 0.0% | 0.05% | 0.0% |
| Q4 2023 | $115,371 | +8.7% | 2,342 | +0.6% | 0.05% | -15.9% |
| Q3 2023 | $106,162 | -2.6% | 2,327 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $109,025 | +2.9% | 2,311 | +1.9% | 0.06% | -1.6% |
| Q1 2023 | $105,914 | +7.1% | 2,268 | +0.9% | 0.06% | 0.0% |
| Q4 2022 | $98,872 | +17.7% | 2,247 | 0.0% | 0.06% | +6.7% |
| Q3 2022 | $84,000 | -10.6% | 2,247 | 0.0% | 0.06% | -14.3% |
| Q2 2022 | $94,000 | -13.8% | 2,247 | 0.0% | 0.07% | -11.4% |
| Q1 2022 | $109,000 | -1.8% | 2,247 | 0.0% | 0.08% | +1.3% |
| Q4 2021 | $111,000 | +4.7% | 2,247 | +0.7% | 0.08% | -1.3% |
| Q3 2021 | $106,000 | -2.8% | 2,231 | +1.0% | 0.08% | -9.2% |
| Q2 2021 | $109,000 | +5.8% | 2,208 | +1.2% | 0.09% | -5.4% |
| Q1 2021 | $103,000 | +3.0% | 2,182 | +0.7% | 0.09% | -6.1% |
| Q4 2020 | $100,000 | – | 2,167 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 280,443 | $14,224,069 | 3.41% |
| Powers Advisory Group, LLC | 82,661 | $4,192,557 | 2.29% |
| Evernest Financial Advisors, LLC | 88,332 | $4,480,182 | 2.01% |
| Cascade Financial Partners, LLC | 204,662 | $10,380,469 | 1.36% |
| BIP Wealth, LLC | 235,625 | $11,950,929 | 0.98% |
| HUNTINGTON NATIONAL BANK | 848,497 | $43,035,773 | 0.33% |
| Golden State Equity Partners | 29,400 | $1,491,162 | 0.31% |
| Avidian Wealth Solutions, LLC | 130,088 | $6,598,045 | 0.27% |
| Meridian Financial Partners LLC | 8,068 | $420 | 0.25% |
| Altrius Capital Management Inc | 17,090 | $866,804 | 0.23% |