WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $11,000 | +10.0% | 261 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -23.1% | 261 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | +8.3% | 261 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 261 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 261 | 0.0% | 0.00% | – |
| Q1 2019 | $12,000 | -57.1% | 261 | -60.5% | 0.00% | – |
| Q4 2018 | $28,000 | +115.4% | 661 | +153.3% | 0.00% | – |
| Q3 2018 | $13,000 | 0.0% | 261 | -10.0% | 0.00% | – |
| Q4 2015 | $13,000 | +8.3% | 290 | +16.0% | 0.00% | – |
| Q2 2015 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | – | 250 | – | 0.00% | – |
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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% |