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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $292,000 | -1.0% | 10,363 | +11.9% | 0.04% | +13.9% |
Q1 2022 | $295,000 | -3.0% | 9,260 | 0.0% | 0.04% | +5.9% |
Q4 2021 | $304,000 | +9.4% | 9,260 | +2.7% | 0.03% | 0.0% |
Q3 2021 | $278,000 | +43.3% | 9,020 | +48.3% | 0.03% | +47.8% |
Q2 2021 | $194,000 | -57.5% | 6,084 | -58.4% | 0.02% | -61.0% |
Q1 2021 | $456,000 | +14.6% | 14,642 | -2.2% | 0.06% | +11.3% |
Q4 2020 | $398,000 | +29.2% | 14,977 | +2.5% | 0.05% | +17.8% |
Q3 2020 | $308,000 | -32.2% | 14,617 | -31.8% | 0.04% | -37.5% |
Q2 2020 | $454,000 | +68.1% | 21,431 | +43.1% | 0.07% | +41.2% |
Q1 2020 | $270,000 | +0.7% | 14,977 | +60.4% | 0.05% | +24.4% |
Q4 2019 | $268,000 | +3.9% | 9,340 | -1.2% | 0.04% | +10.8% |
Q3 2019 | $258,000 | -44.9% | 9,450 | -45.3% | 0.04% | -47.9% |
Q2 2019 | $468,000 | +5.2% | 17,275 | +6.9% | 0.07% | +4.4% |
Q1 2019 | $445,000 | +12.9% | 16,165 | +0.6% | 0.07% | +3.0% |
Q4 2018 | $394,000 | -13.2% | 16,061 | +5.2% | 0.07% | 0.0% |
Q3 2018 | $454,000 | +0.4% | 15,260 | 0.0% | 0.07% | -7.0% |
Q2 2018 | $452,000 | +9.2% | 15,260 | +1.1% | 0.07% | 0.0% |
Q1 2018 | $414,000 | +121.4% | 15,095 | +134.6% | 0.07% | +144.8% |
Q4 2017 | $187,000 | – | 6,435 | – | 0.03% | – |
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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% |