WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,324,000 | -0.5% | 300,000 | 0.0% | 0.67% | -7.1% |
| Q2 2020 | $6,354,000 | +17.5% | 300,000 | 0.0% | 0.72% | -8.3% |
| Q1 2020 | $5,406,000 | -37.2% | 300,000 | 0.0% | 0.78% | -16.6% |
| Q4 2019 | $8,604,000 | +4.8% | 300,000 | 0.0% | 0.94% | -1.2% |
| Q3 2019 | $8,211,000 | +1.0% | 300,000 | 0.0% | 0.95% | -4.3% |
| Q2 2019 | $8,133,000 | -1.6% | 300,000 | 0.0% | 0.99% | -6.2% |
| Q1 2019 | $8,262,000 | +12.3% | 300,000 | 0.0% | 1.06% | +3.6% |
| Q4 2018 | $7,359,000 | -17.4% | 300,000 | 0.0% | 1.02% | -10.7% |
| Q3 2018 | $8,913,000 | +584.6% | 300,000 | +1835.5% | 1.15% | +496.9% |
| Q3 2017 | $1,302,000 | -4.8% | 15,500 | -8.8% | 0.19% | -5.0% |
| Q2 2017 | $1,368,000 | – | 17,000 | – | 0.20% | – |
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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% |