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 | $30,764 | -10.6% | 674 | -7.5% | 0.00% | – |
| Q2 2023 | $34,403 | -51.3% | 729 | -51.8% | 0.00% | – |
| Q1 2023 | $70,642 | +133.9% | 1,512 | +120.4% | 0.00% | – |
| Q4 2022 | $30,206 | +16.2% | 686 | +0.1% | 0.00% | – |
| Q3 2022 | $26,000 | -46.9% | 685 | -41.5% | 0.00% | – |
| Q2 2022 | $49,000 | -14.0% | 1,170 | -0.6% | 0.00% | – |
| Q1 2022 | $57,000 | -29.6% | 1,177 | -28.4% | 0.00% | – |
| Q4 2021 | $81,000 | +84.1% | 1,645 | +79.0% | 0.00% | – |
| Q3 2021 | $44,000 | +33.3% | 919 | +34.8% | 0.00% | – |
| Q2 2021 | $33,000 | – | 682 | +68100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q4 2019 | $105,000 | +7.1% | 2,141 | +0.0% | 0.00% | – |
| Q3 2019 | $98,000 | -3.0% | 2,140 | +0.0% | 0.00% | – |
| Q2 2019 | $101,000 | +10000.0% | 2,139 | +6800.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 31 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |