WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,785 | -1.2% | 14,375 | +2.1% | 0.08% | +4.1% |
| Q2 2023 | $663,946 | +18.7% | 14,076 | +17.5% | 0.07% | +10.4% |
| Q1 2023 | $559,403 | +90.8% | 11,979 | +79.8% | 0.07% | +81.1% |
| Q4 2022 | $293,168 | +13.6% | 6,661 | -3.2% | 0.04% | +8.8% |
| Q3 2022 | $258,000 | -18.6% | 6,881 | -9.1% | 0.03% | -15.0% |
| Q2 2022 | $317,000 | -2.2% | 7,569 | +13.5% | 0.04% | +8.1% |
| Q1 2022 | $324,000 | -16.1% | 6,669 | -14.6% | 0.04% | -17.8% |
| Q4 2021 | $386,000 | +9.3% | 7,808 | +5.3% | 0.04% | +2.3% |
| Q3 2021 | $353,000 | -61.3% | 7,416 | -59.8% | 0.04% | -61.7% |
| Q2 2021 | $911,000 | +13.7% | 18,464 | +9.1% | 0.12% | +5.5% |
| Q1 2021 | $801,000 | +10.5% | 16,926 | +7.3% | 0.11% | -0.9% |
| Q4 2020 | $725,000 | -34.7% | 15,780 | -41.2% | 0.11% | -42.1% |
| Q3 2020 | $1,110,000 | +0.2% | 26,850 | -1.1% | 0.19% | -6.9% |
| Q2 2020 | $1,108,000 | -0.4% | 27,139 | -9.9% | 0.20% | -15.0% |
| Q1 2020 | $1,112,000 | -7.2% | 30,119 | +23.2% | 0.24% | +21.2% |
| Q4 2019 | $1,198,000 | +7.5% | 24,451 | +0.8% | 0.20% | +1.5% |
| Q3 2019 | $1,114,000 | +9.9% | 24,251 | +12.6% | 0.20% | +11.4% |
| Q2 2019 | $1,014,000 | -6.8% | 21,533 | -8.3% | 0.18% | -6.9% |
| Q1 2019 | $1,088,000 | +42.8% | 23,475 | +31.1% | 0.19% | +16.8% |
| Q4 2018 | $762,000 | +1455.1% | 17,912 | +1668.2% | 0.16% | +1912.5% |
| Q3 2018 | $49,000 | +345.5% | 1,013 | +322.1% | 0.01% | +300.0% |
| Q2 2018 | $11,000 | – | 240 | – | 0.00% | – |
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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% |