WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $423,323 | -14.7% | 9,065 | -15.6% | 0.00% | – |
| Q4 2022 | $496,000 | -2.7% | 10,741 | -21.2% | 0.00% | – |
| Q3 2022 | $510,000 | -3.4% | 13,627 | +7.9% | 0.00% | – |
| Q2 2022 | $528,000 | -7.0% | 12,629 | +8.1% | 0.00% | – |
| Q1 2022 | $568,000 | +131.8% | 11,688 | +129.9% | 0.00% | – |
| Q3 2018 | $245,000 | -42.5% | 5,084 | -43.0% | 0.00% | – |
| Q2 2018 | $426,000 | -3.6% | 8,918 | +0.5% | 0.00% | – |
| Q1 2018 | $442,000 | -8.1% | 8,872 | -6.5% | 0.00% | – |
| Q4 2017 | $481,000 | +37.0% | 9,493 | +34.1% | 0.00% | – |
| Q3 2017 | $351,000 | +485.0% | 7,078 | +493.3% | 0.00% | – |
| Q3 2014 | $60,000 | -6.2% | 1,193 | +0.2% | 0.00% | – |
| Q2 2014 | $64,000 | +45.5% | 1,191 | +40.4% | 0.00% | – |
| Q1 2014 | $44,000 | -29.0% | 848 | -29.3% | 0.00% | – |
| Q4 2013 | $62,000 | – | 1,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |