WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,874 | -1.9% | 20,066 | +0.1% | 0.17% | +1.8% |
| Q2 2023 | $576,931 | +1.0% | 20,039 | +0.2% | 0.16% | -5.8% |
| Q1 2023 | $571,188 | +0.6% | 20,000 | +0.1% | 0.17% | -3.4% |
| Q4 2022 | $568,044 | +9.4% | 19,973 | -0.9% | 0.18% | -4.3% |
| Q3 2022 | $519,000 | -20.4% | 20,160 | -12.7% | 0.19% | -17.3% |
| Q2 2022 | $652,000 | -7.9% | 23,098 | +4.0% | 0.23% | +1.3% |
| Q1 2022 | $708,000 | -13.7% | 22,203 | -11.1% | 0.22% | -11.5% |
| Q4 2021 | $820,000 | +3.0% | 24,968 | -3.3% | 0.25% | -8.4% |
| Q3 2021 | $796,000 | +15.4% | 25,810 | +16.6% | 0.28% | +1.9% |
| Q1 2021 | $690,000 | +51.3% | 22,136 | +29.0% | 0.27% | +33.0% |
| Q4 2020 | $456,000 | +51.0% | 17,154 | +19.7% | 0.20% | +26.1% |
| Q3 2020 | $302,000 | -23.2% | 14,325 | -22.7% | 0.16% | -31.2% |
| Q2 2020 | $393,000 | +18.4% | 18,539 | +0.7% | 0.23% | -8.6% |
| Q1 2020 | $332,000 | – | 18,415 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |