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% | – |
Download | ||||||
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% |