WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,192,557 | -2.4% | 82,661 | -0.5% | 2.29% | -6.9% |
| Q1 2024 | $4,295,970 | +5.2% | 83,075 | +0.2% | 2.46% | -2.5% |
| Q4 2023 | $4,082,148 | +11.2% | 82,873 | +3.0% | 2.52% | +1.0% |
| Q3 2023 | $3,671,066 | -4.1% | 80,471 | -0.9% | 2.49% | -1.8% |
| Q2 2023 | $3,829,600 | +2.8% | 81,187 | +1.8% | 2.54% | -2.5% |
| Q1 2023 | $3,724,238 | +13.3% | 79,748 | +6.8% | 2.60% | +7.5% |
| Q4 2022 | $3,286,103 | +20.0% | 74,667 | +2.0% | 2.42% | +10.8% |
| Q3 2022 | $2,739,000 | -8.5% | 73,201 | +2.4% | 2.18% | -5.0% |
| Q2 2022 | $2,992,000 | -11.0% | 71,506 | +3.5% | 2.30% | -1.6% |
| Q1 2022 | $3,360,000 | +0.3% | 69,115 | +1.9% | 2.34% | -1.0% |
| Q4 2021 | $3,351,000 | – | 67,818 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |