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 | $5,688 | +0.1% | 124,689 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $5,683 | +5.8% | 120,479 | +4.7% | 0.01% | +9.1% |
| Q1 2023 | $5,371 | +25.6% | 115,025 | +18.4% | 0.01% | +10.0% |
| Q4 2022 | $4,277 | -99.9% | 97,190 | +4.0% | 0.01% | +11.1% |
| Q3 2022 | $3,497,000 | +9.3% | 93,471 | +22.2% | 0.01% | +12.5% |
| Q2 2022 | $3,200,000 | -9.6% | 76,483 | +5.0% | 0.01% | 0.0% |
| Q1 2022 | $3,541,000 | +11.4% | 72,845 | +13.2% | 0.01% | +14.3% |
| Q4 2021 | $3,180,000 | +11.3% | 64,367 | +7.1% | 0.01% | 0.0% |
| Q3 2021 | $2,857,000 | -1.5% | 60,120 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $2,900,000 | +5.0% | 58,776 | +0.7% | 0.01% | -12.5% |
| Q1 2021 | $2,761,000 | +3.4% | 58,354 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $2,669,000 | +22.5% | 58,112 | +10.2% | 0.01% | +14.3% |
| Q3 2020 | $2,178,000 | +13.8% | 52,728 | +12.4% | 0.01% | 0.0% |
| Q2 2020 | $1,914,000 | +9.5% | 46,915 | -0.9% | 0.01% | -12.5% |
| Q1 2020 | $1,748,000 | -48.6% | 47,350 | -31.7% | 0.01% | -38.5% |
| Q4 2019 | $3,398,000 | +37.9% | 69,369 | +29.3% | 0.01% | +18.2% |
| Q3 2019 | $2,464,000 | -1.8% | 53,638 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $2,508,000 | +1.2% | 53,246 | -0.4% | 0.01% | 0.0% |
| Q1 2019 | $2,478,000 | -1.5% | 53,465 | -9.6% | 0.01% | -15.4% |
| Q4 2018 | $2,516,000 | +229.8% | 59,175 | +273.6% | 0.01% | +225.0% |
| Q3 2018 | $763,000 | +32.5% | 15,838 | +31.3% | 0.00% | +33.3% |
| Q2 2018 | $576,000 | -9.0% | 12,061 | -5.2% | 0.00% | 0.0% |
| Q1 2018 | $633,000 | -4.2% | 12,724 | -2.6% | 0.00% | -25.0% |
| Q4 2017 | $661,000 | – | 13,062 | – | 0.00% | – |
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% |