WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 224 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207 | -34.9% | 7,331 | -33.6% | 0.01% | -33.3% |
Q2 2023 | $318 | -93.5% | 11,035 | -93.6% | 0.01% | -93.7% |
Q1 2023 | $4,906 | +1.5% | 171,787 | +1.1% | 0.19% | -4.5% |
Q4 2022 | $4,832 | -99.3% | 169,887 | +550.3% | 0.20% | +500.0% |
Q3 2022 | $672,000 | -14.9% | 26,123 | -6.7% | 0.03% | -8.3% |
Q2 2022 | $790,000 | -20.2% | 27,995 | -9.9% | 0.04% | -14.3% |
Q1 2022 | $990,000 | -7.0% | 31,054 | -4.1% | 0.04% | -8.7% |
Q4 2021 | $1,064,000 | +10.7% | 32,372 | +3.8% | 0.05% | 0.0% |
Q3 2021 | $961,000 | +1.7% | 31,175 | +5.2% | 0.05% | +2.2% |
Q2 2021 | $945,000 | +5.9% | 29,648 | +3.5% | 0.04% | -4.3% |
Q1 2021 | $892,000 | +7.3% | 28,635 | -8.4% | 0.05% | -7.8% |
Q4 2020 | $831,000 | +0.4% | 31,249 | -20.4% | 0.05% | -19.0% |
Q3 2020 | $828,000 | -18.3% | 39,257 | -17.9% | 0.06% | -24.1% |
Q2 2020 | $1,013,000 | -13.8% | 47,813 | -26.7% | 0.08% | -24.5% |
Q1 2020 | $1,175,000 | -61.0% | 65,217 | -37.9% | 0.11% | -52.4% |
Q4 2019 | $3,014,000 | +10.1% | 105,082 | +5.1% | 0.23% | -0.9% |
Q3 2019 | $2,738,000 | -19.6% | 100,023 | -20.3% | 0.23% | -24.6% |
Q2 2019 | $3,404,000 | +0.9% | 125,552 | +2.5% | 0.31% | -3.1% |
Q1 2019 | $3,375,000 | +17.1% | 122,541 | +4.3% | 0.32% | +2.2% |
Q4 2018 | $2,882,000 | -10.6% | 117,501 | +8.3% | 0.31% | -8.8% |
Q3 2018 | $3,222,000 | +3.3% | 108,464 | +3.1% | 0.34% | -2.8% |
Q2 2018 | $3,120,000 | +17.8% | 105,223 | +8.8% | 0.35% | +15.0% |
Q1 2018 | $2,649,000 | +16.7% | 96,692 | +23.7% | 0.31% | +17.2% |
Q4 2017 | $2,270,000 | +29.3% | 78,152 | +274.2% | 0.26% | +22.5% |
Q3 2017 | $1,755,000 | +79.6% | 20,885 | +72.0% | 0.21% | +71.8% |
Q2 2017 | $977,000 | +26.1% | 12,145 | +26.3% | 0.12% | +21.6% |
Q1 2017 | $775,000 | +67.4% | 9,616 | +71.8% | 0.10% | +34.2% |
Q4 2016 | $463,000 | +35.8% | 5,596 | +16.3% | 0.08% | -14.6% |
Q4 2014 | $341,000 | – | 4,810 | – | 0.09% | – |
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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% |