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 | $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% | – |
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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% |