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 | $1,916 | -3.3% | 42 | 0.0% | 0.00% | – |
| Q2 2023 | $1,981 | +1.0% | 42 | 0.0% | 0.00% | – |
| Q1 2023 | $1,961 | +97950.0% | 42 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 42 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 42 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |