WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |