WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,824 | +80.4% | 39,983 | +86.6% | 0.01% | +66.7% |
| Q2 2023 | $1,011 | +100.2% | 21,426 | +98.2% | 0.01% | +50.0% |
| Q1 2023 | $505 | -7.5% | 10,811 | -12.8% | 0.00% | 0.0% |
| Q4 2022 | $546 | -99.9% | 12,398 | +1.1% | 0.00% | +33.3% |
| Q3 2022 | $459,000 | -12.2% | 12,262 | -2.0% | 0.00% | -25.0% |
| Q2 2022 | $523,000 | -12.8% | 12,511 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $600,000 | -0.3% | 12,340 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $602,000 | +3.8% | 12,184 | -0.2% | 0.00% | -20.0% |
| Q3 2021 | $580,000 | -4.4% | 12,206 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $607,000 | -0.2% | 12,293 | -4.3% | 0.01% | -16.7% |
| Q1 2021 | $608,000 | +4.8% | 12,845 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $580,000 | +10.9% | 12,631 | -0.2% | 0.01% | -14.3% |
| Q3 2020 | $523,000 | +1.0% | 12,660 | -0.2% | 0.01% | 0.0% |
| Q2 2020 | $518,000 | +14.3% | 12,684 | +3.4% | 0.01% | -12.5% |
| Q1 2020 | $453,000 | -25.1% | 12,271 | -0.6% | 0.01% | -11.1% |
| Q4 2019 | $605,000 | +11.0% | 12,349 | +4.2% | 0.01% | 0.0% |
| Q3 2019 | $545,000 | -9.8% | 11,851 | -7.6% | 0.01% | 0.0% |
| Q2 2019 | $604,000 | +27.2% | 12,824 | +25.1% | 0.01% | +28.6% |
| Q1 2019 | $475,000 | +30.5% | 10,252 | +19.6% | 0.01% | 0.0% |
| Q4 2018 | $364,000 | -17.6% | 8,572 | -6.4% | 0.01% | 0.0% |
| Q3 2018 | $442,000 | -68.4% | 9,159 | -68.7% | 0.01% | -76.7% |
| Q2 2018 | $1,399,000 | -23.8% | 29,284 | -20.6% | 0.03% | -23.1% |
| Q1 2018 | $1,836,000 | +503.9% | 36,870 | +514.9% | 0.04% | +550.0% |
| Q4 2017 | $304,000 | +7.0% | 5,996 | +4.7% | 0.01% | 0.0% |
| Q3 2017 | $284,000 | -94.2% | 5,728 | -94.5% | 0.01% | -93.6% |
| Q2 2017 | $4,882,000 | – | 103,269 | – | 0.09% | – |
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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% |