WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 49 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,171,000 | -16.6% | 27,134 | -17.9% | 0.00% | -50.0% |
| Q3 2015 | $1,404,000 | -9.7% | 33,061 | +1.5% | 0.00% | 0.0% |
| Q2 2015 | $1,554,000 | +3.2% | 32,566 | +5.4% | 0.00% | 0.0% |
| Q1 2015 | $1,506,000 | -43.0% | 30,901 | -45.4% | 0.00% | 0.0% |
| Q4 2014 | $2,643,000 | -5.7% | 56,568 | +0.9% | 0.00% | 0.0% |
| Q3 2014 | $2,802,000 | -5.7% | 56,083 | +0.9% | 0.00% | 0.0% |
| Q2 2014 | $2,971,000 | -0.8% | 55,577 | -3.7% | 0.00% | -33.3% |
| Q1 2014 | $2,996,000 | -6.1% | 57,696 | -6.0% | 0.00% | 0.0% |
| Q4 2013 | $3,191,000 | -1.0% | 61,394 | -5.9% | 0.00% | 0.0% |
| Q3 2013 | $3,223,000 | -16.9% | 65,260 | -25.8% | 0.00% | -25.0% |
| Q2 2013 | $3,879,000 | -66.5% | 87,973 | -65.0% | 0.00% | -66.7% |
| Q1 2013 | $11,569,000 | – | 251,327 | – | 0.01% | – |
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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% |