WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,493,990 | -1.5% | 76,589 | +1.9% | 0.00% | – |
| Q2 2023 | $3,546,524 | -3.7% | 75,186 | -4.7% | 0.00% | – |
| Q1 2023 | $3,684,000 | +118242.4% | 78,876 | +11.5% | 0.00% | – |
| Q4 2022 | $3,113 | -99.9% | 70,744 | -0.5% | 0.00% | – |
| Q3 2022 | $2,662,000 | -40.0% | 71,135 | -32.9% | 0.00% | -100.0% |
| Q2 2022 | $4,439,000 | -7.2% | 106,090 | +7.8% | 0.00% | 0.0% |
| Q1 2022 | $4,784,000 | +14850.0% | 98,400 | +14370.6% | 0.00% | – |
| Q3 2021 | $32,000 | -78.9% | 680 | -83.5% | 0.00% | – |
| Q1 2020 | $152,000 | -29.6% | 4,120 | -6.4% | 0.00% | – |
| Q4 2019 | $216,000 | -61.2% | 4,404 | -63.7% | 0.00% | – |
| Q3 2019 | $557,000 | -3.6% | 12,117 | -1.6% | 0.00% | – |
| Q2 2019 | $578,000 | +4.1% | 12,313 | +2.8% | 0.00% | – |
| Q1 2019 | $555,000 | +7.6% | 11,973 | -1.4% | 0.00% | – |
| Q4 2018 | $516,000 | -25.5% | 12,140 | -15.5% | 0.00% | – |
| Q3 2018 | $693,000 | -15.9% | 14,375 | -16.7% | 0.00% | – |
| Q2 2018 | $824,000 | -49.9% | 17,247 | -47.8% | 0.00% | – |
| Q1 2018 | $1,644,000 | -3.9% | 33,017 | -2.3% | 0.00% | – |
| Q4 2017 | $1,711,000 | +2.6% | 33,786 | -0.4% | 0.00% | – |
| Q3 2017 | $1,667,000 | +60.6% | 33,927 | +54.5% | 0.00% | – |
| Q2 2017 | $1,038,000 | +10.3% | 21,963 | +5.9% | 0.00% | – |
| Q1 2017 | $941,000 | +68.9% | 20,736 | +59.4% | 0.00% | – |
| Q4 2016 | $557,000 | -44.1% | 13,011 | -43.5% | 0.00% | – |
| Q3 2016 | $996,000 | +11.2% | 23,022 | +6.3% | 0.00% | – |
| Q2 2016 | $896,000 | -1.0% | 21,653 | +0.2% | 0.00% | – |
| Q1 2016 | $905,000 | -5.8% | 21,617 | -2.9% | 0.00% | – |
| Q4 2015 | $961,000 | -10.1% | 22,257 | -11.6% | 0.00% | – |
| Q3 2015 | $1,069,000 | -8.4% | 25,165 | +2.9% | 0.00% | – |
| Q2 2015 | $1,167,000 | +6.4% | 24,460 | +8.7% | 0.00% | – |
| Q1 2015 | $1,097,000 | +6.9% | 22,508 | +2.4% | 0.00% | – |
| Q4 2014 | $1,026,000 | -24.0% | 21,970 | -18.7% | 0.00% | – |
| Q3 2014 | $1,350,000 | -3.8% | 27,012 | +2.9% | 0.00% | – |
| Q2 2014 | $1,403,000 | +9.0% | 26,245 | +5.9% | 0.00% | – |
| Q1 2014 | $1,287,000 | +12.3% | 24,791 | +12.4% | 0.00% | – |
| Q4 2013 | $1,146,000 | +12.9% | 22,051 | +7.3% | 0.00% | – |
| Q3 2013 | $1,015,000 | -4.5% | 20,553 | -14.7% | 0.00% | – |
| Q2 2013 | $1,063,000 | – | 24,099 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |