WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 89 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $80,266 | -10.6% | 2,145 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $89,747 | -13.9% | 2,145 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $104,277 | -1.6% | 2,145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $105,992 | +2.0% | 2,145 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $103,870 | -3.7% | 2,185 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $107,819 | +4.3% | 2,185 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $103,416 | +3.0% | 2,185 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $100,361 | +6.3% | 2,185 | -4.4% | 0.01% | 0.0% |
| Q3 2020 | $94,424 | -28.9% | 2,285 | -29.8% | 0.01% | -44.4% |
| Q2 2020 | $132,837 | +18.3% | 3,255 | +7.1% | 0.01% | 0.0% |
| Q1 2020 | $112,267 | -27.0% | 3,040 | -3.2% | 0.01% | -18.2% |
| Q4 2019 | $153,829 | +6.6% | 3,140 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $144,283 | -2.5% | 3,140 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $147,925 | +1.6% | 3,140 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $145,567 | +9.0% | 3,140 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $133,513 | -11.8% | 3,140 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $151,442 | +0.9% | 3,140 | 0.0% | 0.02% | -15.0% |
| Q2 2018 | $150,061 | -4.0% | 3,140 | 0.0% | 0.02% | -13.0% |
| Q1 2018 | $156,381 | -1.6% | 3,140 | 0.0% | 0.02% | -8.0% |
| Q4 2017 | $158,978 | – | 3,140 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |