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% | – |
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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% |