WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,207,195 | +6.1% | 25,850 | 0.0% | 0.20% | +85.0% |
| Q4 2022 | $1,137,658 | +17.6% | 25,850 | 0.0% | 0.11% | +12.6% |
| Q3 2022 | $967,000 | -10.6% | 25,850 | 0.0% | 0.10% | -10.4% |
| Q2 2022 | $1,082,000 | -13.9% | 25,850 | 0.0% | 0.11% | +5.0% |
| Q1 2022 | $1,257,000 | -1.6% | 25,850 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $1,277,000 | +3.9% | 25,850 | 0.0% | 0.10% | +26.6% |
| Q3 2021 | $1,229,000 | -3.7% | 25,850 | 0.0% | 0.08% | -6.0% |
| Q2 2021 | $1,276,000 | +4.3% | 25,850 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $1,223,000 | -48.5% | 25,850 | -50.0% | 0.09% | -50.6% |
| Q4 2020 | $2,374,000 | +122.3% | 51,700 | +100.0% | 0.17% | +67.3% |
| Q3 2020 | $1,068,000 | +1.2% | 25,850 | 0.0% | 0.10% | +10.6% |
| Q2 2020 | $1,055,000 | -7.0% | 25,850 | -15.8% | 0.09% | +19.0% |
| Q1 2020 | $1,134,000 | -24.6% | 30,710 | 0.0% | 0.08% | +14.5% |
| Q4 2019 | $1,504,000 | +6.6% | 30,710 | 0.0% | 0.07% | +1.5% |
| Q3 2019 | $1,411,000 | -2.5% | 30,710 | 0.0% | 0.07% | +142.9% |
| Q2 2019 | $1,447,000 | +1.6% | 30,710 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $1,424,000 | +9.0% | 30,710 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $1,306,000 | -11.8% | 30,710 | 0.0% | 0.03% | +16.7% |
| Q3 2018 | $1,481,000 | +0.9% | 30,710 | 0.0% | 0.02% | +4.3% |
| Q2 2018 | $1,468,000 | -4.0% | 30,710 | 0.0% | 0.02% | -14.8% |
| Q1 2018 | $1,529,000 | -34.3% | 30,710 | -33.3% | 0.03% | -30.8% |
| Q4 2017 | $2,329,000 | +2.2% | 46,010 | 0.0% | 0.04% | +8.3% |
| Q3 2017 | $2,278,000 | +4.7% | 46,010 | 0.0% | 0.04% | +5.9% |
| Q2 2017 | $2,175,000 | +48.3% | 46,010 | +42.4% | 0.03% | +54.5% |
| Q1 2017 | $1,467,000 | +6.0% | 32,320 | 0.0% | 0.02% | +4.8% |
| Q4 2016 | $1,384,000 | -50.5% | 32,320 | -50.0% | 0.02% | +31.2% |
| Q3 2016 | $2,796,000 | +109.0% | 64,640 | +100.0% | 0.02% | -30.4% |
| Q2 2016 | $1,338,000 | -1.2% | 32,320 | 0.0% | 0.02% | -11.5% |
| Q1 2016 | $1,354,000 | -2.9% | 32,320 | 0.0% | 0.03% | +23.8% |
| Q4 2015 | $1,395,000 | +1.6% | 32,320 | 0.0% | 0.02% | +5.0% |
| Q3 2015 | $1,373,000 | -6.0% | 32,320 | +5.6% | 0.02% | +17.6% |
| Q2 2015 | $1,461,000 | – | 30,620 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 199,829 | $9,176,000 | 2.43% |
| Highwater Wealth Management, LLC | 9,700 | $446,000 | 0.98% |
| StrategIQ Financial Group, LLC | 63,816 | $2,932,000 | 0.83% |
| BEACON FINANCIAL GROUP | 105,822 | $4,854,000 | 0.83% |
| Baystate Wealth Management LLC | 118,831 | $5,460,000 | 0.72% |
| Lantz Financial LLC | 16,792 | $749,000 | 0.50% |
| Avidian Wealth Solutions, LLC | 55,602 | $2,555,000 | 0.42% |
| Biltmore Family Office, LLC | 19,500 | $896,000 | 0.39% |
| Evanson Asset Management, LLC | 39,622 | $1,821,000 | 0.37% |
| Creative Planning | 2,316,550 | $106,446,000 | 0.35% |