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 | $912 | -3.3% | 20 | 0.0% | 0.00% | – |
Q2 2023 | $943 | +1.0% | 20 | 0.0% | 0.00% | – |
Q1 2023 | $934 | +6.1% | 20 | 0.0% | 0.00% | – |
Q4 2022 | $880 | -12.0% | 20 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | -95.5% | 20 | -95.6% | 0.00% | -100.0% |
Q3 2021 | $22,000 | 0.0% | 454 | +1.1% | 0.00% | 0.0% |
Q2 2021 | $22,000 | +4.8% | 449 | +1.1% | 0.00% | 0.0% |
Q1 2021 | $21,000 | – | 444 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |