WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 46 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,079 | -1.9% | 179 | 0.0% | 0.00% | – |
| Q1 2024 | $9,256 | -55.9% | 179 | -60.2% | 0.00% | – |
| Q4 2020 | $21,000 | +10.5% | 450 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | -13.6% | 450 | -18.2% | 0.00% | – |
| Q2 2020 | $22,000 | +10.0% | 550 | 0.0% | 0.00% | – |
| Q1 2020 | $20,000 | -68.8% | 550 | -58.0% | 0.00% | – |
| Q4 2019 | $64,000 | -27.3% | 1,310 | -31.9% | 0.00% | -100.0% |
| Q3 2019 | $88,000 | -3.3% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $91,000 | +2.2% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $89,000 | +8.5% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | -11.8% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $93,000 | +1.1% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $92,000 | -4.2% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $96,000 | -56.4% | 1,925 | -58.4% | 0.00% | – |
| Q2 2015 | $220,000 | -18.5% | 4,625 | -16.7% | 0.00% | – |
| Q1 2015 | $270,000 | -1.8% | 5,550 | -5.9% | 0.00% | – |
| Q4 2014 | $275,000 | -22.3% | 5,900 | -16.9% | 0.00% | -100.0% |
| Q3 2014 | $354,000 | -6.6% | 7,100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $379,000 | -15.2% | 7,100 | -17.7% | 0.00% | 0.0% |
| Q1 2014 | $447,000 | -0.2% | 8,625 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $448,000 | -0.4% | 8,625 | -5.5% | 0.00% | 0.0% |
| Q3 2013 | $450,000 | +9.5% | 9,125 | -2.1% | 0.00% | 0.0% |
| Q2 2013 | $411,000 | – | 9,325 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 70,783 | $2,896,000 | 3.32% |
| PBMares Wealth Management LLC | 13,175 | $538,000 | 0.81% |
| Private Vista, LLC | 32,625 | $1,330,000 | 0.64% |
| StrategIQ Financial Group, LLC | 58,251 | $2,377,000 | 0.64% |
| Baystate Wealth Management LLC | 105,825 | $4,319,000 | 0.51% |
| Lantz Financial LLC | 16,451 | $671,000 | 0.48% |
| Avidian Wealth Solutions, LLC | 65,540 | $2,675,000 | 0.36% |
| Creative Planning | 2,831,252 | $115,543,000 | 0.33% |
| Evanson Asset Management, LLC | 35,879 | $1,464,000 | 0.29% |
| Aprio Wealth Management, LLC | 7,148 | $292,000 | 0.28% |