WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 71 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,909 | -3.3% | 546 | 0.0% | 0.00% | – |
| Q2 2023 | $25,755 | +1.0% | 546 | 0.0% | 0.00% | – |
| Q1 2023 | $25,498 | +6.1% | 546 | 0.0% | 0.00% | – |
| Q4 2022 | $24,029 | +100.2% | 546 | +128.5% | 0.00% | – |
| Q2 2021 | $12,000 | +200.0% | 239 | +139.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | -91.4% | 100 | -91.9% | 0.00% | – |
| Q2 2019 | $58,000 | -1.7% | 1,239 | -3.1% | 0.00% | – |
| Q1 2019 | $59,000 | +15.7% | 1,278 | +5.9% | 0.00% | – |
| Q4 2018 | $51,000 | -13.6% | 1,207 | -1.2% | 0.00% | – |
| Q3 2018 | $59,000 | 0.0% | 1,222 | -1.1% | 0.00% | – |
| Q2 2018 | $59,000 | -4.8% | 1,236 | 0.0% | 0.00% | – |
| Q1 2018 | $62,000 | -1.6% | 1,236 | 0.0% | 0.00% | – |
| Q4 2017 | $63,000 | -38.2% | 1,236 | -40.0% | 0.00% | – |
| Q3 2017 | $102,000 | +72.9% | 2,061 | +64.6% | 0.00% | – |
| Q2 2017 | $59,000 | -54.3% | 1,252 | -56.1% | 0.00% | – |
| Q1 2017 | $129,000 | +5.7% | 2,852 | 0.0% | 0.00% | – |
| Q4 2016 | $122,000 | -4.7% | 2,852 | -3.4% | 0.00% | – |
| Q3 2016 | $128,000 | -20.0% | 2,952 | -23.8% | 0.00% | – |
| Q2 2016 | $160,000 | -27.6% | 3,876 | -26.6% | 0.00% | – |
| Q1 2016 | $221,000 | -4.7% | 5,282 | -1.6% | 0.00% | – |
| Q4 2015 | $232,000 | -2.1% | 5,369 | -3.6% | 0.00% | – |
| Q3 2015 | $237,000 | -38.1% | 5,569 | -30.7% | 0.00% | – |
| Q2 2015 | $383,000 | -5.4% | 8,032 | -3.3% | 0.00% | – |
| Q1 2015 | $405,000 | +4.4% | 8,307 | -0.1% | 0.00% | – |
| Q4 2014 | $388,000 | -3.0% | 8,313 | +3.7% | 0.00% | – |
| Q3 2014 | $400,000 | -6.5% | 8,013 | 0.0% | 0.00% | – |
| Q2 2014 | $428,000 | -66.2% | 8,013 | -67.2% | 0.00% | -100.0% |
| Q1 2014 | $1,268,000 | +319.9% | 24,439 | +321.4% | 0.00% | – |
| Q4 2013 | $302,000 | -1.6% | 5,800 | -6.8% | 0.00% | – |
| Q3 2013 | $307,000 | +7.7% | 6,223 | -3.7% | 0.00% | – |
| Q2 2013 | $285,000 | – | 6,462 | – | 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% |