WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,569,072 | -14.4% | 187,836 | -11.5% | 0.00% | 0.0% |
| Q2 2023 | $10,014,648 | +19.8% | 212,310 | +18.6% | 0.00% | 0.0% |
| Q1 2023 | $8,357,096 | +7.8% | 178,953 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $7,753,917 | +30.7% | 176,185 | +11.1% | 0.00% | 0.0% |
| Q3 2022 | $5,934,000 | -3.5% | 158,600 | +7.9% | 0.00% | 0.0% |
| Q2 2022 | $6,149,000 | -19.4% | 146,968 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $7,633,000 | +11.1% | 157,007 | +12.9% | 0.00% | 0.0% |
| Q4 2021 | $6,872,000 | +7.3% | 139,072 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $6,406,000 | +2.2% | 134,756 | +6.1% | 0.00% | 0.0% |
| Q2 2021 | $6,268,000 | +6.2% | 127,023 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $5,904,000 | +3.1% | 124,764 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $5,726,000 | +12.9% | 124,654 | +1.5% | 0.00% | 0.0% |
| Q3 2020 | $5,073,000 | -0.9% | 122,753 | -2.1% | 0.00% | 0.0% |
| Q2 2020 | $5,119,000 | -7.5% | 125,437 | -16.3% | 0.00% | 0.0% |
| Q1 2020 | $5,534,000 | -11.5% | 149,844 | +17.4% | 0.00% | 0.0% |
| Q4 2019 | $6,255,000 | +8.0% | 127,665 | +1.3% | 0.00% | 0.0% |
| Q3 2019 | $5,792,000 | +12.7% | 126,071 | +15.5% | 0.00% | 0.0% |
| Q2 2019 | $5,141,000 | +0.3% | 109,117 | -1.3% | 0.00% | 0.0% |
| Q1 2019 | $5,124,000 | +7.4% | 110,538 | -1.5% | 0.00% | 0.0% |
| Q4 2018 | $4,771,000 | +20.6% | 112,182 | +36.8% | 0.00% | 0.0% |
| Q3 2018 | $3,955,000 | -7.7% | 81,993 | -8.5% | 0.00% | 0.0% |
| Q2 2018 | $4,283,000 | -11.1% | 89,613 | -7.3% | 0.00% | 0.0% |
| Q1 2018 | $4,816,000 | +1.5% | 96,696 | +3.1% | 0.00% | 0.0% |
| Q4 2017 | $4,747,000 | +7.5% | 93,759 | +5.1% | 0.00% | 0.0% |
| Q3 2017 | $4,417,000 | +9.3% | 89,200 | +4.3% | 0.00% | 0.0% |
| Q2 2017 | $4,041,000 | +22.9% | 85,490 | +18.0% | 0.00% | 0.0% |
| Q1 2017 | $3,287,000 | -28.3% | 72,423 | -32.4% | 0.00% | 0.0% |
| Q4 2016 | $4,586,000 | +10.9% | 107,092 | +11.9% | 0.00% | 0.0% |
| Q3 2016 | $4,137,000 | +13.3% | 95,662 | +8.5% | 0.00% | 0.0% |
| Q2 2016 | $3,650,000 | +12.9% | 88,165 | +14.2% | 0.00% | 0.0% |
| Q1 2016 | $3,233,000 | -18.9% | 77,179 | -16.4% | 0.00% | 0.0% |
| Q4 2015 | $3,984,000 | +128.6% | 92,317 | +125.0% | 0.00% | – |
| Q3 2015 | $1,743,000 | +19.0% | 41,025 | +33.6% | 0.00% | – |
| Q2 2015 | $1,465,000 | -7.1% | 30,696 | -5.1% | 0.00% | -100.0% |
| Q1 2015 | $1,577,000 | -12.1% | 32,355 | -15.7% | 0.00% | 0.0% |
| Q4 2014 | $1,794,000 | +11.2% | 38,391 | +18.9% | 0.00% | 0.0% |
| Q3 2014 | $1,613,000 | -11.8% | 32,278 | -5.6% | 0.00% | 0.0% |
| Q2 2014 | $1,828,000 | +8.9% | 34,197 | +5.7% | 0.00% | 0.0% |
| Q1 2014 | $1,679,000 | -58.5% | 32,341 | -58.4% | 0.00% | 0.0% |
| Q4 2013 | $4,044,000 | +60.9% | 77,835 | +53.0% | 0.00% | 0.0% |
| Q3 2013 | $2,513,000 | -23.3% | 50,884 | -31.6% | 0.00% | 0.0% |
| Q2 2013 | $3,278,000 | – | 74,345 | – | 0.00% | – |
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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% |