WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $23,000 | -95.1% | 900 | -93.7% | 0.00% | -100.0% |
| Q4 2021 | $473,000 | +6.5% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $444,000 | -3.3% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $459,000 | +2.5% | 14,391 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $448,000 | +17.0% | 14,391 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $383,000 | +26.4% | 14,391 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $303,000 | -0.7% | 14,391 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $305,000 | +17.8% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -37.3% | 14,391 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $413,000 | +4.8% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $394,000 | +1.0% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $390,000 | -1.5% | 14,391 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $396,000 | +12.2% | 14,391 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $353,000 | -35.2% | 14,391 | -21.6% | 0.01% | -29.4% |
| Q3 2018 | $545,000 | +9.9% | 18,354 | +9.7% | 0.02% | +6.2% |
| Q2 2018 | $496,000 | +8.3% | 16,728 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $458,000 | – | 16,728 | – | 0.02% | – |
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% |