WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 48 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |