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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |