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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,316,623 | -0.7% | 330,377 | +1.4% | 0.36% | +3.4% |
Q2 2023 | $9,380,850 | +7.3% | 325,837 | +6.5% | 0.35% | +5.7% |
Q1 2023 | $8,739,826 | +1.8% | 306,016 | +1.4% | 0.33% | -3.2% |
Q4 2022 | $8,583,795 | +6.1% | 301,821 | -4.0% | 0.34% | +0.6% |
Q3 2022 | $8,092,000 | +1.8% | 314,360 | +11.6% | 0.34% | +5.9% |
Q2 2022 | $7,951,000 | -12.5% | 281,735 | -1.1% | 0.32% | -4.7% |
Q1 2022 | $9,082,000 | -1.2% | 284,955 | +1.9% | 0.34% | +3.7% |
Q4 2021 | $9,189,000 | +9.2% | 279,646 | +2.5% | 0.32% | -0.6% |
Q3 2021 | $8,411,000 | -4.7% | 272,811 | -1.5% | 0.33% | -4.1% |
Q2 2021 | $8,830,000 | -1.1% | 276,901 | -3.4% | 0.34% | -7.6% |
Q1 2021 | $8,926,000 | +9.4% | 286,553 | -6.6% | 0.37% | +3.9% |
Q4 2020 | $8,157,000 | -4.6% | 306,659 | -24.4% | 0.36% | -18.0% |
Q3 2020 | $8,548,000 | +2.5% | 405,485 | +3.0% | 0.43% | -4.0% |
Q2 2020 | $8,338,000 | +37.1% | 393,651 | +16.6% | 0.45% | +20.9% |
Q1 2020 | $6,082,000 | -34.0% | 337,492 | +5.0% | 0.37% | -20.5% |
Q4 2019 | $9,217,000 | +6.8% | 321,388 | +1.9% | 0.47% | +0.4% |
Q3 2019 | $8,630,000 | +4.5% | 315,324 | +3.5% | 0.47% | +2.6% |
Q2 2019 | $8,258,000 | -2.3% | 304,608 | -0.8% | 0.46% | -4.4% |
Q1 2019 | $8,455,000 | +10.5% | 307,015 | -1.6% | 0.48% | +3.3% |
Q4 2018 | $7,653,000 | -15.9% | 311,973 | +1.9% | 0.46% | -8.9% |
Q3 2018 | $9,098,000 | -4.6% | 306,215 | -4.8% | 0.51% | -11.7% |
Q2 2018 | $9,540,000 | +114.4% | 321,766 | +696.4% | 0.57% | +111.4% |
Q1 2018 | $4,450,000 | -51.6% | 40,405 | -87.2% | 0.27% | -51.4% |
Q4 2017 | $9,188,000 | +5.9% | 316,287 | +206.3% | 0.56% | +0.5% |
Q3 2017 | $8,676,000 | +9.6% | 103,251 | +5.0% | 0.56% | +5.1% |
Q2 2017 | $7,915,000 | +5.9% | 98,344 | +6.0% | 0.53% | +2.5% |
Q1 2017 | $7,477,000 | +5.9% | 92,748 | +8.7% | 0.52% | -0.6% |
Q4 2016 | $7,059,000 | +38.1% | 85,334 | +25.6% | 0.52% | +31.1% |
Q3 2016 | $5,111,000 | +29.1% | 67,954 | +23.0% | 0.40% | +21.2% |
Q2 2016 | $3,958,000 | +408.7% | 55,231 | +361.2% | 0.33% | +334.7% |
Q1 2016 | $778,000 | 0.0% | 11,975 | 0.0% | 0.08% | 0.0% |
Q4 2015 | $778,000 | +55.6% | 11,975 | +51.0% | 0.08% | +33.9% |
Q3 2015 | $500,000 | -3.3% | 7,929 | +8.0% | 0.06% | +64.7% |
Q2 2015 | $517,000 | +42.0% | 7,343 | +45.5% | 0.03% | -12.8% |
Q1 2015 | $364,000 | +23.0% | 5,046 | +20.9% | 0.04% | +30.0% |
Q4 2014 | $296,000 | +33.9% | 4,173 | +22.6% | 0.03% | +30.4% |
Q3 2014 | $221,000 | -25.1% | 3,405 | -19.3% | 0.02% | -23.3% |
Q2 2014 | $295,000 | – | 4,218 | – | 0.03% | – |
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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% |