WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,400,452 | -9.8% | 1,630,873 | -6.8% | 0.75% | -2.6% |
| Q2 2023 | $82,520,876 | -2.7% | 1,749,435 | -3.6% | 0.77% | -9.0% |
| Q1 2023 | $84,792,984 | +11.5% | 1,815,692 | +5.1% | 0.84% | +6.3% |
| Q4 2022 | $76,045,896 | +32.8% | 1,727,923 | +12.9% | 0.79% | +21.3% |
| Q3 2022 | $57,282,000 | +148.1% | 1,530,807 | +177.4% | 0.65% | +163.3% |
| Q2 2022 | $23,086,000 | -13.1% | 551,785 | +1.0% | 0.25% | +0.8% |
| Q1 2022 | $26,557,000 | -6.0% | 546,289 | -4.5% | 0.25% | -4.3% |
| Q4 2021 | $28,256,000 | +6.8% | 571,823 | +2.7% | 0.26% | -2.7% |
| Q3 2021 | $26,459,000 | +3.9% | 556,585 | +7.9% | 0.26% | +3.9% |
| Q2 2021 | $25,457,000 | +23.7% | 515,902 | +18.7% | 0.25% | +2.8% |
| Q1 2021 | $20,572,000 | +14.5% | 434,641 | +11.1% | 0.25% | +5.1% |
| Q4 2020 | $17,974,000 | +20.6% | 391,331 | +8.5% | 0.24% | +7.8% |
| Q3 2020 | $14,904,000 | +34.6% | 360,659 | +32.9% | 0.22% | +24.6% |
| Q2 2020 | $11,073,000 | +14.6% | 271,338 | +3.7% | 0.18% | -3.3% |
| Q1 2020 | $9,659,000 | -18.8% | 261,551 | +7.8% | 0.18% | +1.1% |
| Q4 2019 | $11,888,000 | +8.4% | 242,648 | +1.7% | 0.18% | +1.1% |
| Q3 2019 | $10,962,000 | -1.6% | 238,571 | +0.9% | 0.18% | -1.1% |
| Q2 2019 | $11,137,000 | +0.7% | 236,415 | -0.9% | 0.18% | -2.2% |
| Q1 2019 | $11,064,000 | +16.6% | 238,669 | +7.0% | 0.18% | +8.3% |
| Q4 2018 | $9,488,000 | -20.9% | 223,153 | -10.3% | 0.17% | -10.1% |
| Q3 2018 | $12,000,000 | -12.2% | 248,802 | -13.1% | 0.19% | -17.2% |
| Q2 2018 | $13,675,000 | -2.5% | 286,153 | +1.6% | 0.23% | -2.6% |
| Q1 2018 | $14,021,000 | +26.4% | 281,531 | +28.5% | 0.23% | +31.6% |
| Q4 2017 | $11,090,000 | +32.4% | 219,032 | +29.5% | 0.18% | +25.5% |
| Q3 2017 | $8,373,000 | +22.9% | 169,078 | +17.3% | 0.14% | +17.5% |
| Q2 2017 | $6,814,000 | +2.8% | 144,153 | -1.3% | 0.12% | +1.7% |
| Q1 2017 | $6,629,000 | -2.1% | 146,005 | -7.7% | 0.12% | -4.1% |
| Q4 2016 | $6,772,000 | -12.3% | 158,144 | -11.5% | 0.12% | -14.0% |
| Q3 2016 | $7,725,000 | +3273.4% | 178,624 | +3270.3% | 0.14% | +2283.3% |
| Q4 2015 | $229,000 | – | 5,300 | – | 0.01% | – |
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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% |