WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 88 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $202,000 | -3.3% | 4,239 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $209,000 | -11.8% | 4,239 | -15.3% | 0.03% | -18.4% |
| Q1 2021 | $237,000 | -36.1% | 5,007 | -50.1% | 0.04% | -61.2% |
| Q1 2020 | $371,000 | +8.8% | 10,039 | +44.4% | 0.10% | +38.0% |
| Q4 2019 | $341,000 | +6.6% | 6,954 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $320,000 | -7.5% | 6,954 | -5.2% | 0.07% | -9.0% |
| Q2 2019 | $346,000 | +1.8% | 7,339 | 0.0% | 0.08% | -3.7% |
| Q1 2019 | $340,000 | +20.6% | 7,339 | +10.5% | 0.08% | +5.2% |
| Q4 2018 | $282,000 | -30.9% | 6,640 | -21.6% | 0.08% | -17.2% |
| Q3 2018 | $408,000 | +1.0% | 8,464 | 0.0% | 0.09% | -7.9% |
| Q2 2018 | $404,000 | +15.4% | 8,464 | +20.5% | 0.10% | +7.4% |
| Q1 2018 | $350,000 | -4.1% | 7,026 | -2.4% | 0.09% | -4.1% |
| Q4 2017 | $365,000 | -14.7% | 7,202 | -16.6% | 0.10% | -19.7% |
| Q3 2017 | $428,000 | +4.9% | 8,640 | 0.0% | 0.12% | -10.9% |
| Q2 2017 | $408,000 | +2.5% | 8,640 | -1.5% | 0.14% | -4.2% |
| Q1 2017 | $398,000 | +5.9% | 8,772 | 0.0% | 0.14% | 0.0% |
| Q4 2016 | $376,000 | +47.5% | 8,772 | -1.3% | 0.14% | +40.2% |
| Q3 2016 | $255,000 | +3.7% | 8,892 | +49.6% | 0.10% | 0.0% |
| Q2 2016 | $246,000 | -1.2% | 5,944 | 0.0% | 0.10% | -5.6% |
| Q1 2016 | $249,000 | -3.1% | 5,944 | 0.0% | 0.11% | -15.6% |
| Q4 2015 | $257,000 | +1.6% | 5,944 | 0.0% | 0.13% | -8.6% |
| Q3 2015 | $253,000 | -10.9% | 5,944 | 0.0% | 0.14% | -2.8% |
| Q2 2015 | $284,000 | -2.1% | 5,944 | 0.0% | 0.14% | -5.9% |
| Q1 2015 | $290,000 | +4.3% | 5,944 | 0.0% | 0.15% | +3.4% |
| Q4 2014 | $278,000 | -6.4% | 5,944 | 0.0% | 0.15% | -10.8% |
| Q3 2014 | $297,000 | -6.6% | 5,944 | 0.0% | 0.17% | -14.0% |
| Q2 2014 | $318,000 | +2.9% | 5,944 | 0.0% | 0.19% | +4.3% |
| Q1 2014 | $309,000 | 0.0% | 5,944 | 0.0% | 0.18% | -4.6% |
| Q4 2013 | $309,000 | – | 5,944 | – | 0.19% | – |
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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% |