WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 68 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,613 | +1.0% | 225 | 0.0% | 0.00% | – |
| Q1 2023 | $10,508 | +6.1% | 225 | 0.0% | 0.00% | – |
| Q4 2022 | $9,902 | +23.8% | 225 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | -57.9% | 225 | -52.3% | 0.00% | – |
| Q2 2022 | $19,000 | -17.4% | 472 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | 0.0% | 472 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | 0.0% | 472 | 0.0% | 0.00% | – |
| Q3 2021 | $23,000 | -30.3% | 472 | -29.7% | 0.00% | – |
| Q2 2021 | $33,000 | +3.1% | 671 | 0.0% | 0.00% | – |
| Q1 2021 | $32,000 | +6.7% | 671 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | 0.0% | 671 | -9.1% | 0.00% | – |
| Q3 2020 | $30,000 | +3.4% | 738 | +3.2% | 0.00% | – |
| Q2 2020 | $29,000 | +11.5% | 715 | 0.0% | 0.00% | – |
| Q1 2020 | $26,000 | -96.3% | 715 | -95.0% | 0.00% | -100.0% |
| Q4 2019 | $699,000 | +8.2% | 14,278 | +1.6% | 0.00% | 0.0% |
| Q3 2019 | $646,000 | +4.7% | 14,059 | +7.4% | 0.00% | 0.0% |
| Q2 2019 | $617,000 | +10.6% | 13,088 | +8.6% | 0.00% | 0.0% |
| Q1 2019 | $558,000 | +19.7% | 12,050 | +10.1% | 0.00% | 0.0% |
| Q4 2018 | $466,000 | -7.9% | 10,942 | +4.2% | 0.00% | +100.0% |
| Q3 2018 | $506,000 | +6.1% | 10,496 | +5.2% | 0.00% | 0.0% |
| Q2 2018 | $477,000 | +12.5% | 9,975 | +17.0% | 0.00% | 0.0% |
| Q1 2018 | $424,000 | +21.5% | 8,529 | +24.0% | 0.00% | 0.0% |
| Q4 2017 | $349,000 | +7.4% | 6,881 | +4.7% | 0.00% | 0.0% |
| Q3 2017 | $325,000 | -55.5% | 6,572 | -57.5% | 0.00% | -50.0% |
| Q2 2017 | $731,000 | +23.5% | 15,448 | +18.5% | 0.00% | 0.0% |
| Q1 2017 | $592,000 | +27.6% | 13,037 | +20.5% | 0.00% | 0.0% |
| Q4 2016 | $464,000 | +64.5% | 10,815 | +66.2% | 0.00% | +100.0% |
| Q3 2016 | $282,000 | +100.0% | 6,508 | +91.1% | 0.00% | 0.0% |
| Q2 2016 | $141,000 | +80.8% | 3,405 | +81.2% | 0.00% | – |
| Q1 2016 | $78,000 | +609.1% | 1,879 | +660.7% | 0.00% | – |
| Q4 2015 | $11,000 | +10.0% | 247 | 0.0% | 0.00% | – |
| Q3 2015 | $10,000 | -58.3% | 247 | -50.3% | 0.00% | – |
| Q2 2015 | $24,000 | 0.0% | 497 | 0.0% | 0.00% | – |
| Q1 2015 | $24,000 | +100.0% | 497 | +98.8% | 0.00% | – |
| Q4 2014 | $12,000 | -25.0% | 250 | -31.1% | 0.00% | – |
| Q2 2013 | $16,000 | – | 363 | – | 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% |