WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -2.9% | 11,730 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $341 | -28.2% | 11,828 | -28.9% | 0.01% | -37.5% |
| Q1 2023 | $475 | -99.9% | 16,625 | +2.6% | 0.01% | 0.0% |
| Q4 2022 | $461,000 | -99.9% | 16,199 | -7.3% | 0.01% | -11.1% |
| Q3 2022 | $450,000,000 | +78297.2% | 17,480 | -14.1% | 0.01% | -18.2% |
| Q2 2022 | $574,000 | -20.6% | 20,349 | -10.3% | 0.01% | -15.4% |
| Q1 2022 | $723,000 | -99.9% | 22,687 | +2.3% | 0.01% | 0.0% |
| Q4 2021 | $728,000,000 | +104799.1% | 22,167 | -1.5% | 0.01% | -7.1% |
| Q3 2021 | $694,000 | -9.0% | 22,502 | -5.9% | 0.01% | -12.5% |
| Q2 2021 | $763,000 | +0.8% | 23,917 | -1.6% | 0.02% | -11.1% |
| Q1 2021 | $757,000 | +16.1% | 24,316 | -0.8% | 0.02% | 0.0% |
| Q4 2020 | $652,000 | +22.6% | 24,509 | -2.9% | 0.02% | 0.0% |
| Q3 2020 | $532,000 | -6.5% | 25,249 | -6.0% | 0.02% | -18.2% |
| Q2 2020 | $569,000 | – | 26,872 | – | 0.02% | – |
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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% |