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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $582,077 | -3.6% | 20,641 | -1.6% | 0.05% | +4.1% |
Q2 2023 | $603,727 | +0.2% | 20,970 | -0.6% | 0.05% | +2.1% |
Q1 2023 | $602,245 | -3.5% | 21,087 | -3.9% | 0.05% | -7.7% |
Q4 2022 | $624,030 | +9.5% | 21,942 | -0.9% | 0.05% | +2.0% |
Q3 2022 | $570,000 | -12.4% | 22,140 | -4.0% | 0.05% | -12.1% |
Q2 2022 | $651,000 | -11.4% | 23,055 | 0.0% | 0.06% | +11.5% |
Q1 2022 | $735,000 | -4.7% | 23,055 | -1.7% | 0.05% | -1.9% |
Q4 2021 | $771,000 | -11.6% | 23,457 | -17.1% | 0.05% | -24.3% |
Q3 2021 | $872,000 | -9.8% | 28,294 | -6.6% | 0.07% | -11.4% |
Q2 2021 | $967,000 | -3.3% | 30,309 | -5.6% | 0.08% | -13.2% |
Q1 2021 | $1,000,000 | -59.0% | 32,105 | -65.0% | 0.09% | -60.8% |
Q4 2020 | $2,438,000 | -4.2% | 91,657 | -24.1% | 0.23% | -12.5% |
Q3 2020 | $2,546,000 | -17.2% | 120,763 | -16.8% | 0.26% | -17.7% |
Q2 2020 | $3,076,000 | -0.6% | 145,214 | -15.4% | 0.32% | -14.4% |
Q1 2020 | $3,094,000 | -54.1% | 171,710 | -26.9% | 0.38% | -33.8% |
Q4 2019 | $6,737,000 | +1972.9% | 234,906 | +1878.3% | 0.57% | +1162.2% |
Q3 2019 | $325,000 | -27.1% | 11,874 | -27.8% | 0.04% | -30.8% |
Q2 2019 | $446,000 | -1.5% | 16,442 | 0.0% | 0.06% | +8.3% |
Q1 2019 | $453,000 | -8.5% | 16,442 | -18.5% | 0.06% | -10.4% |
Q4 2018 | $495,000 | -17.4% | 20,175 | 0.0% | 0.07% | -29.5% |
Q3 2018 | $599,000 | +0.2% | 20,175 | 0.0% | 0.10% | -2.1% |
Q2 2018 | $598,000 | +7.2% | 20,175 | -1.0% | 0.10% | +5.4% |
Q1 2018 | $558,000 | -5.7% | 20,373 | 0.0% | 0.09% | -2.1% |
Q4 2017 | $592,000 | +3.7% | 20,373 | +200.0% | 0.09% | 0.0% |
Q3 2017 | $571,000 | +4.4% | 6,791 | 0.0% | 0.09% | +19.0% |
Q2 2017 | $547,000 | 0.0% | 6,791 | 0.0% | 0.08% | +2.6% |
Q1 2017 | $547,000 | -15.7% | 6,791 | -13.5% | 0.08% | -21.4% |
Q4 2016 | $649,000 | -21.7% | 7,851 | -28.8% | 0.10% | -22.2% |
Q3 2016 | $829,000 | +4.9% | 11,020 | 0.0% | 0.13% | 0.0% |
Q2 2016 | $790,000 | – | 11,020 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
Stevard, LLC | 111,406 | $3,195,000 | 2.01% |