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 | $6,502,870 | -7.3% | 142,545 | -4.2% | 0.00% | 0.0% |
| Q2 2023 | $7,017,357 | +7.6% | 148,768 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $6,521,418 | +115.2% | 139,644 | +102.8% | 0.00% | +100.0% |
| Q4 2022 | $3,029,913 | +128.5% | 68,846 | +94.2% | 0.00% | – |
| Q3 2022 | $1,326,000 | -36.9% | 35,444 | -29.4% | 0.00% | -100.0% |
| Q2 2022 | $2,100,000 | +23.7% | 50,185 | +43.7% | 0.00% | – |
| Q1 2022 | $1,698,000 | -7.8% | 34,918 | -6.4% | 0.00% | – |
| Q4 2021 | $1,842,000 | +1.2% | 37,288 | -2.7% | 0.00% | – |
| Q3 2021 | $1,821,000 | -9.9% | 38,311 | -6.5% | 0.00% | – |
| Q2 2021 | $2,021,000 | -1.9% | 40,968 | -5.9% | 0.00% | – |
| Q1 2021 | $2,061,000 | -22.0% | 43,559 | -24.3% | 0.00% | -100.0% |
| Q4 2020 | $2,643,000 | +10.5% | 57,539 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $2,392,000 | -6.0% | 57,872 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $2,544,000 | -15.7% | 62,324 | -23.7% | 0.00% | 0.0% |
| Q1 2020 | $3,017,000 | -51.1% | 81,692 | -35.2% | 0.00% | -50.0% |
| Q4 2019 | $6,175,000 | +12.0% | 126,037 | +5.0% | 0.00% | 0.0% |
| Q3 2019 | $5,513,000 | -2.3% | 119,984 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $5,644,000 | -3.5% | 119,803 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $5,848,000 | +4.0% | 126,140 | -4.6% | 0.00% | 0.0% |
| Q4 2018 | $5,621,000 | -21.1% | 132,203 | -10.5% | 0.00% | 0.0% |
| Q3 2018 | $7,127,000 | +2.9% | 147,770 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $6,928,000 | -3.7% | 144,968 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $7,193,000 | -2.8% | 144,418 | -1.2% | 0.00% | 0.0% |
| Q4 2017 | $7,398,000 | +5.1% | 146,110 | +2.8% | 0.00% | 0.0% |
| Q3 2017 | $7,042,000 | -2.9% | 142,196 | -7.3% | 0.00% | 0.0% |
| Q2 2017 | $7,250,000 | +5.4% | 153,374 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $6,880,000 | +9.2% | 151,544 | +3.0% | 0.00% | 0.0% |
| Q4 2016 | $6,299,000 | -19.1% | 147,107 | -18.3% | 0.00% | -33.3% |
| Q3 2016 | $7,784,000 | +15.3% | 179,987 | +10.4% | 0.00% | 0.0% |
| Q2 2016 | $6,749,000 | +18.8% | 163,063 | +20.2% | 0.00% | +50.0% |
| Q1 2016 | $5,682,000 | +19.8% | 135,690 | +23.5% | 0.00% | 0.0% |
| Q4 2015 | $4,744,000 | -22.4% | 109,911 | -23.7% | 0.00% | -33.3% |
| Q3 2015 | $6,117,000 | -3.0% | 144,005 | +9.0% | 0.00% | +50.0% |
| Q2 2015 | $6,304,000 | -41.1% | 132,096 | -39.8% | 0.00% | 0.0% |
| Q1 2015 | $10,700,000 | +35.4% | 219,548 | +29.8% | 0.00% | -33.3% |
| Q4 2014 | $7,902,000 | +11.3% | 169,111 | +19.0% | 0.00% | 0.0% |
| Q3 2014 | $7,100,000 | -4.4% | 142,123 | +2.3% | 0.00% | 0.0% |
| Q2 2014 | $7,428,000 | -22.0% | 138,979 | -24.2% | 0.00% | -25.0% |
| Q1 2014 | $9,520,000 | +0.7% | 183,325 | +0.7% | 0.00% | 0.0% |
| Q4 2013 | $9,456,000 | -13.5% | 181,963 | -17.8% | 0.00% | -20.0% |
| Q3 2013 | $10,936,000 | +23.1% | 221,473 | +9.9% | 0.01% | 0.0% |
| Q2 2013 | $8,883,000 | – | 201,460 | – | 0.01% | – |
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% |