WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,454 | -2.0% | 1,470 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $42,321 | +0.8% | 1,470 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $41,983 | +0.4% | 1,470 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $41,807 | +10.0% | 1,470 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $38,000 | -9.5% | 1,470 | -0.7% | 0.03% | -3.0% |
| Q2 2022 | $42,000 | -10.6% | 1,480 | 0.0% | 0.03% | +6.5% |
| Q1 2022 | $47,000 | -2.1% | 1,480 | +1.7% | 0.03% | +6.9% |
| Q4 2021 | $48,000 | +6.7% | 1,455 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $45,000 | -37.5% | 1,455 | -35.5% | 0.03% | -36.2% |
| Q2 2021 | $72,000 | +60.0% | 2,256 | +55.1% | 0.05% | +42.4% |
| Q1 2021 | $45,000 | -31.8% | 1,455 | -41.7% | 0.03% | -38.9% |
| Q4 2020 | $66,000 | +24.5% | 2,495 | 0.0% | 0.05% | +10.2% |
| Q3 2020 | $53,000 | 0.0% | 2,495 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $53,000 | +17.8% | 2,495 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $45,000 | -37.5% | 2,495 | 0.0% | 0.05% | -27.7% |
| Q4 2019 | $72,000 | +5.9% | 2,495 | 0.0% | 0.06% | -3.0% |
| Q3 2019 | $68,000 | 0.0% | 2,495 | 0.0% | 0.07% | -1.5% |
| Q2 2019 | $68,000 | -1.4% | 2,495 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $69,000 | +13.1% | 2,495 | 0.0% | 0.07% | +4.5% |
| Q4 2018 | $61,000 | -17.6% | 2,495 | 0.0% | 0.07% | -5.7% |
| Q3 2018 | $74,000 | -45.6% | 2,495 | -45.5% | 0.07% | -44.4% |
| Q2 2018 | $136,000 | +8.8% | 4,575 | 0.0% | 0.13% | +10.5% |
| Q1 2018 | $125,000 | -6.0% | 4,575 | 0.0% | 0.11% | -0.9% |
| Q4 2017 | $133,000 | – | 4,575 | – | 0.12% | – |
Download | ||||||
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% |