WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,952 | -62.1% | 835 | -66.6% | 0.00% | – |
| Q4 2015 | $108,000 | +1.9% | 2,500 | 0.0% | 0.00% | – |
| Q3 2015 | $106,000 | -10.9% | 2,500 | 0.0% | 0.00% | – |
| Q2 2015 | $119,000 | -2.5% | 2,500 | 0.0% | 0.00% | – |
| Q1 2015 | $122,000 | +4.3% | 2,500 | 0.0% | 0.00% | – |
| Q4 2014 | $117,000 | -6.4% | 2,500 | 0.0% | 0.00% | – |
| Q3 2014 | $125,000 | -6.7% | 2,500 | 0.0% | 0.00% | – |
| Q2 2014 | $134,000 | +3.1% | 2,500 | 0.0% | 0.00% | – |
| Q1 2014 | $130,000 | 0.0% | 2,500 | 0.0% | 0.00% | – |
| Q4 2013 | $130,000 | -57.7% | 2,500 | -59.7% | 0.00% | – |
| Q3 2013 | $307,000 | +12.0% | 6,210 | 0.0% | 0.00% | – |
| Q2 2013 | $274,000 | – | 6,210 | – | 0.00% | – |
Download | ||||||
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% |