WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 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% |