WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 80 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |