WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $269,000 | +2.3% | 8,435 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $263,000 | +73.0% | 8,435 | +65.3% | 0.01% | +16.7% |
| Q3 2018 | $152,000 | -5.0% | 5,102 | -12.6% | 0.01% | -14.3% |
| Q1 2018 | $160,000 | -73.5% | 5,835 | -71.9% | 0.01% | -74.5% |
| Q4 2017 | $603,000 | +10.2% | 20,773 | +219.3% | 0.06% | +27.9% |
| Q3 2017 | $547,000 | +7.3% | 6,506 | +2.6% | 0.04% | 0.0% |
| Q2 2017 | $510,000 | +11.8% | 6,340 | +12.2% | 0.04% | +4.9% |
| Q1 2017 | $456,000 | -2.4% | 5,652 | +0.1% | 0.04% | -18.0% |
| Q4 2016 | $467,000 | – | 5,644 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |