WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 70 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $520,000 | +71.6% | 11,326 | +78.6% | 0.00% | – |
| Q2 2018 | $303,000 | -27.7% | 6,341 | -24.6% | 0.00% | – |
| Q1 2018 | $419,000 | -37.2% | 8,408 | -46.0% | 0.00% | – |
| Q4 2016 | $667,000 | +225.4% | 15,572 | +227.9% | 0.00% | – |
| Q3 2016 | $205,000 | -6.8% | 4,749 | -9.6% | 0.00% | – |
| Q1 2016 | $220,000 | +4.3% | 5,253 | +10.0% | 0.00% | – |
| Q2 2013 | $211,000 | -58.1% | 4,777 | -59.1% | 0.00% | – |
| Q1 2012 | $504,000 | – | 11,687 | – | 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% |