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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $312,000 | +17.3% | 10,000 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $266,000 | +26.1% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $211,000 | -0.5% | 10,000 | 0.0% | 0.03% | -22.0% |
| Q2 2020 | $212,000 | +17.8% | 10,000 | 0.0% | 0.04% | +2.5% |
| Q1 2020 | $180,000 | -37.3% | 10,000 | 0.0% | 0.04% | -25.9% |
| Q4 2019 | $287,000 | +4.7% | 10,000 | 0.0% | 0.05% | +5.9% |
| Q3 2019 | $274,000 | -71.1% | 10,000 | -71.4% | 0.05% | -74.1% |
| Q2 2019 | $949,000 | -1.6% | 35,000 | 0.0% | 0.20% | -6.2% |
| Q1 2019 | $964,000 | +12.2% | 35,000 | 0.0% | 0.21% | +1.9% |
| Q4 2018 | $859,000 | – | 35,000 | – | 0.21% | – |
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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% |