WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,438,953 | +13.7% | 53,461 | +17.6% | 0.05% | 0.0% |
| Q2 2023 | $2,144,460 | -3.5% | 45,461 | -4.4% | 0.05% | -7.4% |
| Q1 2023 | $2,221,770 | +11.6% | 47,574 | +5.1% | 0.05% | +5.9% |
| Q4 2022 | $1,991,337 | +17.8% | 45,246 | +0.1% | 0.05% | +10.9% |
| Q3 2022 | $1,691,000 | -12.9% | 45,203 | -2.6% | 0.05% | -8.0% |
| Q2 2022 | $1,941,000 | -17.5% | 46,403 | -4.1% | 0.05% | -2.0% |
| Q1 2022 | $2,352,000 | -0.8% | 48,366 | +0.8% | 0.05% | +8.5% |
| Q4 2021 | $2,370,000 | – | 47,960 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |