WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 72 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,065,029 | +19.8% | 89,111 | +23.9% | 0.02% | +23.1% |
| Q2 2023 | $3,393,194 | +0.6% | 71,925 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $3,372,017 | -43.0% | 72,208 | -46.1% | 0.01% | +8.3% |
| Q4 2022 | $5,916,205 | +38.1% | 133,941 | +17.0% | 0.01% | -36.8% |
| Q3 2022 | $4,285,000 | -26.6% | 114,527 | -17.9% | 0.02% | -32.1% |
| Q2 2022 | $5,840,000 | -14.7% | 139,576 | -0.8% | 0.03% | -6.7% |
| Q1 2022 | $6,843,000 | -10.3% | 140,754 | -8.8% | 0.03% | -6.2% |
| Q4 2021 | $7,626,000 | +94.9% | 154,321 | +87.5% | 0.03% | +77.8% |
| Q3 2021 | $3,912,000 | +30.4% | 82,288 | +35.4% | 0.02% | +38.5% |
| Q2 2021 | $3,000,000 | +4.2% | 60,788 | -0.1% | 0.01% | +8.3% |
| Q1 2021 | $2,878,000 | -6.6% | 60,829 | -9.4% | 0.01% | -14.3% |
| Q4 2020 | $3,082,000 | +5.5% | 67,104 | -5.1% | 0.01% | 0.0% |
| Q3 2020 | $2,922,000 | -19.7% | 70,729 | -20.7% | 0.01% | -30.0% |
| Q2 2020 | $3,640,000 | -10.7% | 89,183 | -19.1% | 0.02% | -16.7% |
| Q1 2020 | $4,074,000 | -31.0% | 110,293 | -14.2% | 0.02% | -17.2% |
| Q3 2019 | $5,906,000 | -7.3% | 128,536 | -4.9% | 0.03% | -12.1% |
| Q2 2019 | $6,370,000 | +1.1% | 135,216 | -0.5% | 0.03% | 0.0% |
| Q1 2019 | $6,302,000 | -2.3% | 135,947 | -10.4% | 0.03% | -10.8% |
| Q4 2018 | $6,453,000 | -7.2% | 151,743 | +5.3% | 0.04% | +5.7% |
| Q3 2018 | $6,951,000 | -2.6% | 144,120 | -3.5% | 0.04% | -7.9% |
| Q2 2018 | $7,139,000 | -7.7% | 149,406 | -3.8% | 0.04% | -9.5% |
| Q1 2018 | $7,737,000 | -4.3% | 155,355 | -2.7% | 0.04% | 0.0% |
| Q4 2017 | $8,084,000 | +0.7% | 159,660 | -1.5% | 0.04% | -4.5% |
| Q3 2017 | $8,026,000 | -3.2% | 162,084 | -7.6% | 0.04% | -10.2% |
| Q2 2017 | $8,291,000 | +7.8% | 175,418 | +3.6% | 0.05% | +6.5% |
| Q1 2017 | $7,689,000 | +4.3% | 169,373 | -1.6% | 0.05% | 0.0% |
| Q4 2016 | $7,370,000 | -9.0% | 172,124 | -8.1% | 0.05% | -11.5% |
| Q3 2016 | $8,100,000 | +3.6% | 187,278 | -0.8% | 0.05% | -1.9% |
| Q2 2016 | $7,815,000 | -4.9% | 188,794 | -3.7% | 0.05% | -5.4% |
| Q1 2016 | $8,215,000 | -27.3% | 196,144 | -25.1% | 0.06% | -25.3% |
| Q4 2015 | $11,298,000 | -34.0% | 261,769 | -35.0% | 0.08% | -35.9% |
| Q3 2015 | $17,120,000 | -19.4% | 403,005 | -9.4% | 0.12% | -8.6% |
| Q2 2015 | $21,236,000 | +2.4% | 444,997 | +4.6% | 0.13% | -0.8% |
| Q1 2015 | $20,730,000 | +18.9% | 425,317 | +14.0% | 0.13% | +18.3% |
| Q4 2014 | $17,431,000 | -1.7% | 373,003 | +5.1% | 0.11% | -4.4% |
| Q3 2014 | $17,739,000 | – | 355,062 | – | 0.11% | – |
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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% |