WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,071,103 | +0.6% | 461,883 | +4.0% | 0.00% | 0.0% |
| Q2 2023 | $20,952,061 | +12.7% | 444,181 | +11.6% | 0.00% | 0.0% |
| Q1 2023 | $18,586,880 | +9.3% | 398,006 | +3.0% | 0.00% | 0.0% |
| Q4 2022 | $17,003,175 | +24.0% | 386,348 | +5.4% | 0.00% | 0.0% |
| Q3 2022 | $13,714,000 | +76.0% | 366,484 | +96.8% | 0.00% | +100.0% |
| Q2 2022 | $7,790,000 | -38.5% | 186,192 | -28.6% | 0.00% | -50.0% |
| Q1 2022 | $12,676,000 | -0.5% | 260,756 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $12,739,000 | +2.2% | 257,795 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $12,466,000 | -22.4% | 262,243 | -19.4% | 0.00% | 0.0% |
| Q2 2021 | $16,064,000 | -28.9% | 325,548 | -31.8% | 0.00% | -33.3% |
| Q1 2021 | $22,599,000 | +7.7% | 477,475 | +4.5% | 0.00% | 0.0% |
| Q4 2020 | $20,990,000 | +12.2% | 456,986 | +1.0% | 0.00% | -25.0% |
| Q3 2020 | $18,703,000 | +2.4% | 452,607 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $18,260,000 | +10.9% | 447,439 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $16,464,000 | +63.0% | 445,803 | +116.2% | 0.00% | +100.0% |
| Q4 2019 | $10,101,000 | +6.0% | 206,189 | -0.6% | 0.00% | -33.3% |
| Q3 2019 | $9,530,000 | -7.6% | 207,410 | -5.2% | 0.00% | 0.0% |
| Q2 2019 | $10,312,000 | +11.7% | 218,898 | +9.9% | 0.00% | 0.0% |
| Q1 2019 | $9,232,000 | +7.7% | 199,135 | -1.2% | 0.00% | 0.0% |
| Q4 2018 | $8,568,000 | -14.1% | 201,494 | -2.6% | 0.00% | +50.0% |
| Q3 2018 | $9,979,000 | -4.7% | 206,909 | -5.6% | 0.00% | -33.3% |
| Q2 2018 | $10,474,000 | -7.2% | 219,186 | -3.3% | 0.00% | 0.0% |
| Q1 2018 | $11,286,000 | +13.5% | 226,602 | +15.4% | 0.00% | 0.0% |
| Q4 2017 | $9,946,000 | +5.8% | 196,446 | +3.5% | 0.00% | 0.0% |
| Q3 2017 | $9,402,000 | -2.7% | 189,866 | -7.1% | 0.00% | 0.0% |
| Q2 2017 | $9,662,000 | -41.1% | 204,381 | -43.4% | 0.00% | 0.0% |
| Q1 2017 | $16,396,000 | +11.8% | 361,150 | +5.4% | 0.00% | +50.0% |
| Q4 2016 | $14,668,000 | +88.9% | 342,526 | +90.8% | 0.00% | -33.3% |
| Q3 2016 | $7,765,000 | -61.1% | 179,533 | -62.8% | 0.00% | -57.1% |
| Q2 2016 | $19,982,000 | -18.0% | 482,760 | -17.0% | 0.01% | -22.2% |
| Q1 2016 | $24,359,000 | -2.8% | 581,617 | +0.2% | 0.01% | 0.0% |
| Q4 2015 | $25,061,000 | +3.3% | 580,655 | +1.7% | 0.01% | 0.0% |
| Q3 2015 | $24,262,000 | -6.3% | 571,128 | +5.3% | 0.01% | 0.0% |
| Q2 2015 | $25,884,000 | +19.4% | 542,418 | +21.9% | 0.01% | +12.5% |
| Q1 2015 | $21,680,000 | -16.0% | 444,806 | -19.4% | 0.01% | -11.1% |
| Q4 2014 | $25,802,000 | -8.8% | 552,147 | -2.5% | 0.01% | -18.2% |
| Q3 2014 | $28,299,000 | -5.1% | 566,427 | +1.5% | 0.01% | -8.3% |
| Q2 2014 | $29,830,000 | +14.5% | 558,081 | +11.2% | 0.01% | +9.1% |
| Q1 2014 | $26,057,000 | +1.9% | 501,767 | +2.0% | 0.01% | 0.0% |
| Q4 2013 | $25,578,000 | +10.2% | 492,162 | +4.7% | 0.01% | 0.0% |
| Q3 2013 | $23,210,000 | +236.3% | 470,031 | +200.3% | 0.01% | +266.7% |
| Q2 2013 | $6,902,000 | – | 156,534 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 92,120 | $4,231,000 | 3.15% |
| SOA Wealth Advisors, LLC. | 54,529 | $2,561,000 | 0.70% |
| StrategIQ Financial Group, LLC | 52,961 | $2,433,000 | 0.54% |
| Baystate Wealth Management LLC | 99,480 | $4,569,000 | 0.52% |
| Lantz Financial LLC | 17,970 | $825,000 | 0.52% |
| PBMares Wealth Management LLC | 5,933 | $273,000 | 0.31% |
| Avidian Wealth Solutions, LLC | 65,043 | $2,988,000 | 0.28% |
| Evanson Asset Management, LLC | 33,480 | $1,538,000 | 0.24% |
| HUNTINGTON NATIONAL BANK | 391,331 | $17,974,000 | 0.24% |
| Creative Planning | 2,260,874 | $103,846,000 | 0.23% |