WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,967 | -2.6% | 3,528 | +0.7% | 0.04% | +2.6% |
| Q2 2023 | $165,334 | -2.3% | 3,505 | -3.3% | 0.04% | -7.1% |
| Q1 2023 | $169,283 | -4.3% | 3,625 | -9.8% | 0.04% | -12.5% |
| Q4 2022 | $176,823 | -30.7% | 4,018 | -41.2% | 0.05% | -37.7% |
| Q3 2022 | $255,000 | -15.6% | 6,837 | -5.6% | 0.08% | -13.5% |
| Q2 2022 | $302,000 | -27.8% | 7,241 | -15.9% | 0.09% | -12.7% |
| Q1 2022 | $418,000 | -17.4% | 8,615 | -16.0% | 0.10% | -17.1% |
| Q4 2021 | $506,000 | -0.8% | 10,259 | -4.4% | 0.12% | -6.1% |
| Q3 2021 | $510,000 | -39.1% | 10,728 | -36.8% | 0.13% | -39.1% |
| Q2 2021 | $837,000 | -49.2% | 16,975 | -51.3% | 0.22% | -53.4% |
| Q1 2021 | $1,649,000 | -35.6% | 34,859 | -36.1% | 0.46% | -33.9% |
| Q4 2020 | $2,561,000 | – | 54,529 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
| Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
| BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
| HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
| Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
| Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
| Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
| StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
| Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
| True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |