WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. 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 | 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% |