WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $593,307 | -2.0% | 21,039 | 0.0% | 0.02% | +5.0% |
Q2 2023 | $605,717 | +0.5% | 21,039 | -0.4% | 0.02% | -4.8% |
Q1 2023 | $602,988 | -1.7% | 21,113 | -2.1% | 0.02% | -8.7% |
Q4 2022 | $613,535 | +10.5% | 21,573 | -0.0% | 0.02% | -4.2% |
Q3 2022 | $555,000 | -9.5% | 21,581 | -0.7% | 0.02% | -7.7% |
Q2 2022 | $613,000 | -6.7% | 21,723 | -0.5% | 0.03% | 0.0% |
Q1 2022 | $657,000 | -28.0% | 21,835 | -21.3% | 0.03% | -18.8% |
Q4 2021 | $912,000 | +7.8% | 27,758 | +1.2% | 0.03% | -3.0% |
Q3 2021 | $846,000 | -3.3% | 27,426 | 0.0% | 0.03% | -2.9% |
Q2 2021 | $875,000 | +2.3% | 27,426 | -0.1% | 0.03% | -8.1% |
Q1 2021 | $855,000 | +9.3% | 27,445 | -6.6% | 0.04% | 0.0% |
Q4 2020 | $782,000 | +22.6% | 29,398 | -2.9% | 0.04% | +5.7% |
Q3 2020 | $638,000 | -2.4% | 30,273 | -2.0% | 0.04% | -12.5% |
Q2 2020 | $654,000 | -21.4% | 30,879 | -33.1% | 0.04% | -35.5% |
Q1 2020 | $832,000 | -37.1% | 46,152 | +0.1% | 0.06% | -20.5% |
Q4 2019 | $1,323,000 | -4.0% | 46,116 | -8.4% | 0.08% | -10.3% |
Q3 2019 | $1,378,000 | +1.5% | 50,348 | +0.6% | 0.09% | 0.0% |
Q2 2019 | $1,357,000 | -1.7% | 50,072 | -0.1% | 0.09% | -2.2% |
Q1 2019 | $1,381,000 | +12.5% | 50,127 | +0.1% | 0.09% | +6.0% |
Q4 2018 | $1,228,000 | -18.5% | 50,078 | -1.3% | 0.08% | -7.7% |
Q3 2018 | $1,507,000 | -1.1% | 50,723 | -1.3% | 0.09% | -25.4% |
Q2 2018 | $1,524,000 | +7.6% | 51,397 | -0.6% | 0.12% | +7.0% |
Q1 2018 | $1,416,000 | -10.2% | 51,697 | -4.7% | 0.11% | -8.8% |
Q4 2017 | $1,576,000 | +2.0% | 54,237 | +195.1% | 0.12% | -3.8% |
Q3 2017 | $1,545,000 | +0.3% | 18,381 | -4.0% | 0.13% | -3.7% |
Q2 2017 | $1,540,000 | -3.7% | 19,139 | -3.5% | 0.14% | -0.7% |
Q1 2017 | $1,599,000 | -3.5% | 19,834 | -1.0% | 0.14% | -8.7% |
Q4 2016 | $1,657,000 | +5.1% | 20,029 | -4.4% | 0.15% | +1.4% |
Q3 2016 | $1,576,000 | +13.7% | 20,949 | +8.3% | 0.15% | +2.1% |
Q2 2016 | $1,386,000 | +2.2% | 19,339 | -2.0% | 0.14% | -12.2% |
Q1 2016 | $1,356,000 | +5.0% | 19,739 | -0.7% | 0.16% | +29.1% |
Q4 2015 | $1,291,000 | +0.6% | 19,879 | -2.4% | 0.13% | -30.2% |
Q3 2015 | $1,283,000 | -12.6% | 20,364 | -2.3% | 0.18% | +26.4% |
Q2 2015 | $1,468,000 | -15.9% | 20,834 | -14.0% | 0.14% | -16.3% |
Q1 2015 | $1,746,000 | +0.9% | 24,219 | -0.8% | 0.17% | -2.8% |
Q4 2014 | $1,731,000 | +3.2% | 24,411 | -5.5% | 0.18% | -3.3% |
Q3 2014 | $1,678,000 | -24.9% | 25,835 | -19.0% | 0.18% | -23.1% |
Q2 2014 | $2,234,000 | -7.0% | 31,895 | -9.3% | 0.24% | -12.2% |
Q1 2014 | $2,402,000 | -1.4% | 35,184 | -2.0% | 0.27% | -6.2% |
Q4 2013 | $2,435,000 | +16.4% | 35,914 | +7.5% | 0.29% | +3.6% |
Q3 2013 | $2,092,000 | +24.4% | 33,409 | +15.9% | 0.28% | +8.1% |
Q2 2013 | $1,682,000 | – | 28,819 | – | 0.26% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |