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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,758 | -14.4% | 17,245 | -11.5% | 0.23% | -14.3% |
| Q2 2023 | $919,574 | -4.8% | 19,494 | -5.7% | 0.27% | -7.8% |
| Q1 2023 | $965,896 | -12.6% | 20,683 | -17.6% | 0.30% | -15.0% |
| Q4 2022 | $1,105,153 | +31.6% | 25,111 | +11.7% | 0.35% | +8.4% |
| Q3 2022 | $840,000 | -20.5% | 22,473 | -11.0% | 0.32% | -6.7% |
| Q2 2022 | $1,056,000 | – | 25,250 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |