WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,837,080 | -13.1% | 100,606 | -11.3% | 0.03% | -13.5% |
| Q2 2023 | $3,266,286 | +62.3% | 113,452 | +61.1% | 0.04% | +48.0% |
| Q1 2023 | $2,011,910 | +7.2% | 70,445 | +6.7% | 0.02% | 0.0% |
| Q4 2022 | $1,876,964 | +28.7% | 65,997 | +16.5% | 0.02% | +13.6% |
| Q3 2022 | $1,458,000 | -8.0% | 56,651 | +0.9% | 0.02% | -8.3% |
| Q2 2022 | $1,585,000 | -2.8% | 56,168 | +9.6% | 0.02% | +9.1% |
| Q1 2022 | $1,630,000 | +10.4% | 51,243 | +14.0% | 0.02% | 0.0% |
| Q4 2021 | $1,477,000 | +14.7% | 44,961 | +7.3% | 0.02% | +4.8% |
| Q3 2021 | $1,288,000 | +2.7% | 41,919 | +6.6% | 0.02% | -8.7% |
| Q2 2021 | $1,254,000 | +19.2% | 39,341 | +16.3% | 0.02% | 0.0% |
| Q1 2021 | $1,052,000 | +51.8% | 33,821 | +30.1% | 0.02% | +43.8% |
| Q4 2020 | $693,000 | -76.4% | 25,996 | -81.4% | 0.02% | -66.0% |
| Q3 2020 | $2,942,000 | +222.6% | 139,653 | +224.9% | 0.05% | +80.8% |
| Q2 2020 | $912,000 | -25.0% | 42,980 | -36.4% | 0.03% | -27.8% |
| Q1 2020 | $1,216,000 | -36.4% | 67,539 | +1.4% | 0.04% | -18.2% |
| Q4 2019 | $1,913,000 | +627.4% | 66,585 | +586.9% | 0.04% | +266.7% |
| Q2 2019 | $263,000 | – | 9,693 | – | 0.01% | – |
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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% |