WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,717 | +6.5% | 1,243 | +10.1% | 0.00% | – |
Q2 2023 | $53,242 | +1.4% | 1,129 | +0.4% | 0.00% | – |
Q1 2023 | $52,517 | -65.3% | 1,125 | -67.3% | 0.00% | – |
Q4 2022 | $151,372 | +260.4% | 3,440 | +206.9% | 0.00% | – |
Q3 2022 | $42,000 | -10.6% | 1,121 | +0.2% | 0.00% | – |
Q2 2022 | $47,000 | -13.0% | 1,119 | +0.4% | 0.00% | – |
Q1 2022 | $54,000 | -1.8% | 1,115 | +0.2% | 0.00% | – |
Q4 2021 | $55,000 | +3.8% | 1,113 | +0.1% | 0.00% | – |
Q3 2021 | $53,000 | -3.6% | 1,112 | +0.3% | 0.00% | – |
Q2 2021 | $55,000 | +5.8% | 1,109 | +0.2% | 0.00% | – |
Q1 2021 | $52,000 | +2.0% | 1,107 | +0.1% | 0.00% | – |
Q4 2020 | $51,000 | +10.9% | 1,106 | +0.2% | 0.00% | – |
Q3 2020 | $46,000 | -46.5% | 1,104 | -47.5% | 0.00% | – |
Q2 2020 | $86,000 | +10.3% | 2,103 | +0.1% | 0.00% | – |
Q1 2020 | $78,000 | +44.4% | 2,101 | +91.0% | 0.00% | – |
Q4 2019 | $54,000 | +8.0% | 1,100 | +0.2% | 0.00% | – |
Q3 2019 | $50,000 | -3.8% | 1,098 | +0.1% | 0.00% | – |
Q2 2019 | $52,000 | +2.0% | 1,097 | +0.3% | 0.00% | – |
Q1 2019 | $51,000 | +10.9% | 1,094 | +0.1% | 0.00% | – |
Q4 2018 | $46,000 | -2.1% | 1,093 | +11.3% | 0.00% | – |
Q3 2018 | $47,000 | -14.5% | 982 | -14.0% | 0.00% | – |
Q2 2018 | $55,000 | -16.7% | 1,142 | -13.5% | 0.00% | – |
Q1 2018 | $66,000 | -1.5% | 1,320 | 0.0% | 0.00% | – |
Q4 2017 | $67,000 | -11.8% | 1,320 | -13.5% | 0.00% | – |
Q3 2017 | $76,000 | +5.6% | 1,526 | 0.0% | 0.00% | – |
Q2 2017 | $72,000 | -8.9% | 1,526 | -11.6% | 0.00% | – |
Q1 2017 | $79,000 | +8.2% | 1,726 | 0.0% | 0.00% | – |
Q4 2016 | $73,000 | -1.4% | 1,726 | 0.0% | 0.00% | – |
Q3 2016 | $74,000 | -73.4% | 1,726 | -74.3% | 0.00% | – |
Q2 2016 | $278,000 | +208.9% | 6,726 | +216.4% | 0.00% | – |
Q1 2016 | $90,000 | -2.2% | 2,126 | 0.0% | 0.00% | – |
Q4 2015 | $92,000 | +1.1% | 2,126 | 0.0% | 0.00% | – |
Q3 2015 | $91,000 | -15.7% | 2,126 | -6.6% | 0.00% | – |
Q2 2015 | $108,000 | -11.5% | 2,276 | -8.6% | 0.00% | – |
Q1 2015 | $122,000 | +369.2% | 2,491 | +352.9% | 0.00% | – |
Q4 2014 | $26,000 | -3.7% | 550 | 0.0% | 0.00% | – |
Q3 2014 | $27,000 | +145.5% | 550 | +175.0% | 0.00% | – |
Q2 2014 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | – |
Q1 2014 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2013 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q3 2013 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | – |
Q2 2013 | $9,000 | – | 200 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |