WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $425,000 | 10.62% |
| Private Vista, LLC | 387,200 | $16,464,000 | 3.83% |
| Highwater Wealth Management, LLC | 14,240 | $606,000 | 1.42% |
| BEACON FINANCIAL GROUP | 97,499 | $4,155,000 | 0.78% |
| Baystate Wealth Management LLC | 117,871 | $5,283,000 | 0.77% |
| StrategIQ Financial Group, LLC | 34,438 | $1,464,000 | 0.50% |
| Evanson Asset Management, LLC | 42,001 | $1,786,000 | 0.41% |
| Creative Planning | 2,169,141 | $92,232,000 | 0.38% |
| BROOKS, MOORE & ASSOCIATES, INC. | 7,050 | $300,000 | 0.30% |
| Biltmore Family Office, LLC | 12,500 | $532,000 | 0.30% |