WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,370 | -12.0% | 7,850 | -10.2% | 0.02% | -9.5% |
| Q2 2023 | $251,624 | -23.0% | 8,740 | -23.7% | 0.02% | -25.0% |
| Q1 2023 | $326,954 | -77.5% | 11,448 | -77.6% | 0.03% | -78.6% |
| Q4 2022 | $1,452,344 | +153.5% | 51,067 | +129.3% | 0.13% | +142.6% |
| Q3 2022 | $573,000 | -19.4% | 22,266 | -11.6% | 0.05% | -15.6% |
| Q2 2022 | $711,000 | +56.6% | 25,190 | +77.0% | 0.06% | +82.9% |
| Q1 2022 | $454,000 | -28.5% | 14,231 | -26.4% | 0.04% | -27.1% |
| Q4 2021 | $635,000 | +8.9% | 19,324 | +2.1% | 0.05% | +2.1% |
| Q3 2021 | $583,000 | -6.6% | 18,924 | -3.3% | 0.05% | -11.3% |
| Q2 2021 | $624,000 | -26.1% | 19,576 | -27.7% | 0.05% | -30.3% |
| Q1 2021 | $844,000 | +90.1% | 27,067 | +62.1% | 0.08% | +81.0% |
| Q4 2020 | $444,000 | +28.0% | 16,695 | +1.4% | 0.04% | +16.7% |
| Q3 2020 | $347,000 | -37.6% | 16,458 | -37.3% | 0.04% | -41.0% |
| Q2 2020 | $556,000 | -8.1% | 26,259 | -21.7% | 0.06% | -22.8% |
| Q1 2020 | $605,000 | -53.1% | 33,553 | -25.4% | 0.08% | -41.5% |
| Q4 2019 | $1,291,000 | -10.7% | 44,996 | -14.8% | 0.14% | -16.7% |
| Q3 2019 | $1,446,000 | +4.7% | 52,820 | +3.7% | 0.16% | +3.2% |
| Q2 2019 | $1,381,000 | -9.1% | 50,929 | -7.7% | 0.16% | -12.8% |
| Q1 2019 | $1,520,000 | -32.5% | 55,199 | -39.8% | 0.18% | -38.1% |
| Q4 2018 | $2,251,000 | -20.5% | 91,764 | -3.7% | 0.29% | -9.1% |
| Q3 2018 | $2,832,000 | +5.5% | 95,334 | +5.3% | 0.32% | 0.0% |
| Q2 2018 | $2,684,000 | -4.7% | 90,531 | -11.9% | 0.32% | -2.7% |
| Q1 2018 | $2,816,000 | -33.3% | 102,790 | -29.3% | 0.33% | -33.3% |
| Q4 2017 | $4,222,000 | +35.5% | 145,343 | +291.9% | 0.49% | +30.1% |
| Q3 2017 | $3,117,000 | -32.1% | 37,091 | -34.9% | 0.38% | -34.7% |
| Q2 2017 | $4,588,000 | +1370.5% | 57,016 | +1371.4% | 0.58% | +1350.0% |
| Q1 2017 | $312,000 | – | 3,875 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |