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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |