WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 47 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $2,301,000 | +5.8% | 47,215 | +1.5% | 0.02% | +4.3% |
| Q4 2014 | $2,174,000 | -6.5% | 46,515 | 0.0% | 0.02% | -30.3% |
| Q3 2014 | $2,324,000 | -5.6% | 46,515 | +1.0% | 0.03% | -5.7% |
| Q2 2014 | $2,461,000 | +0.9% | 46,048 | -1.9% | 0.04% | 0.0% |
| Q1 2014 | $2,438,000 | -1.1% | 46,949 | -1.0% | 0.04% | -16.7% |
| Q4 2013 | $2,465,000 | -2.7% | 47,429 | -7.6% | 0.04% | -10.6% |
| Q3 2013 | $2,534,000 | -7.6% | 51,322 | -17.5% | 0.05% | -14.5% |
| Q2 2013 | $2,742,000 | – | 62,183 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 256,508 | $11,978,921 | 4.37% |
| Powers Advisory Group, LLC | 79,748 | $3,724,238 | 2.60% |
| BIP Wealth, LLC | 182,726 | $8,532,432 | 0.94% |
| HUNTINGTON NATIONAL BANK | 1,815,692 | $84,792,984 | 0.84% |
| Avidian Wealth Solutions, LLC | 218,622 | $10,209,645 | 0.56% |
| Meridian Financial Partners LLC | 9,638 | $466 | 0.53% |
| Altrius Capital Management Inc | 20,683 | $965,896 | 0.30% |
| Baystate Wealth Management LLC | 63,673 | $2,973,540 | 0.26% |
| StrategIQ Financial Group, LLC | 47,903 | $2,237,064 | 0.26% |
| True Wealth Design, LLC | 12,334 | $576,008 | 0.24% |