WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 80 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |