WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 63 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,529,000 | +4.4% | 32,464 | +2.7% | 0.17% | +4.8% |
Q1 2019 | $1,465,000 | +5.9% | 31,597 | -3.0% | 0.16% | -3.5% |
Q4 2018 | $1,384,000 | -2.1% | 32,559 | +11.2% | 0.17% | +17.1% |
Q3 2018 | $1,413,000 | -3.0% | 29,289 | -3.9% | 0.15% | -7.0% |
Q2 2018 | $1,457,000 | +1.6% | 30,484 | +5.9% | 0.16% | 0.0% |
Q1 2018 | $1,434,000 | +17.4% | 28,794 | +19.3% | 0.16% | +18.9% |
Q4 2017 | $1,221,000 | +11.2% | 24,130 | +8.8% | 0.13% | +8.2% |
Q3 2017 | $1,098,000 | +14.9% | 22,170 | +9.6% | 0.12% | +17.3% |
Q2 2017 | $956,000 | +109.2% | 20,225 | +100.9% | 0.10% | +103.9% |
Q1 2017 | $457,000 | – | 10,067 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 256,992 | $12,122,310 | 4.02% |
Powers Advisory Group, LLC | 81,187 | $3,829,600 | 2.54% |
BIP Wealth, LLC | 205,443 | $9,690,827 | 0.79% |
HUNTINGTON NATIONAL BANK | 1,749,435 | $82,520,876 | 0.77% |
Avidian Wealth Solutions, LLC | 159,810 | $7,538,226 | 0.49% |
Altrius Capital Management Inc | 19,494 | $919,574 | 0.27% |
Baystate Wealth Management LLC | 68,392 | $3,226,064 | 0.26% |
StrategIQ Financial Group, LLC | 46,412 | $2,189,267 | 0.25% |
Meridian Financial Partners LLC | 8,290 | $399 | 0.24% |
True Wealth Design, LLC | 11,948 | $563,606 | 0.21% |