WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,611,827 | -1.8% | 163,540 | +0.3% | 0.10% | 0.0% |
| Q2 2023 | $4,696,422 | +16.7% | 163,127 | +15.8% | 0.10% | +10.3% |
| Q1 2023 | $4,023,658 | +6.8% | 140,884 | +6.3% | 0.09% | 0.0% |
| Q4 2022 | $3,768,381 | +21.8% | 132,503 | +10.3% | 0.09% | +40.3% |
| Q3 2022 | $3,093,000 | +4.9% | 120,150 | +15.0% | 0.06% | +8.8% |
| Q2 2022 | $2,949,000 | +0.7% | 104,493 | +13.7% | 0.06% | +9.6% |
| Q1 2022 | $2,929,000 | +1.1% | 91,900 | +4.3% | 0.05% | +4.0% |
| Q4 2021 | $2,896,000 | +11.8% | 88,125 | +4.8% | 0.05% | +6.4% |
| Q3 2021 | $2,591,000 | +7.6% | 84,057 | +11.3% | 0.05% | +6.8% |
| Q2 2021 | $2,409,000 | +7.6% | 75,540 | +5.1% | 0.04% | +2.3% |
| Q1 2021 | $2,239,000 | +19.7% | 71,865 | +2.2% | 0.04% | +13.2% |
| Q4 2020 | $1,870,000 | +31.3% | 70,287 | +4.1% | 0.04% | +18.8% |
| Q3 2020 | $1,424,000 | +5.2% | 67,532 | +5.7% | 0.03% | 0.0% |
| Q2 2020 | $1,354,000 | +26.8% | 63,913 | +7.9% | 0.03% | +14.3% |
| Q1 2020 | $1,068,000 | -34.4% | 59,246 | +4.4% | 0.03% | -20.0% |
| Q4 2019 | $1,627,000 | -0.1% | 56,723 | -4.6% | 0.04% | -2.8% |
| Q3 2019 | $1,628,000 | -1.0% | 59,471 | -2.0% | 0.04% | 0.0% |
| Q2 2019 | $1,645,000 | -0.4% | 60,688 | +1.2% | 0.04% | -2.7% |
| Q1 2019 | $1,652,000 | +21.7% | 59,975 | +8.4% | 0.04% | +12.1% |
| Q4 2018 | $1,357,000 | -14.3% | 55,339 | +3.9% | 0.03% | -5.7% |
| Q3 2018 | $1,583,000 | +1.2% | 53,279 | +0.9% | 0.04% | 0.0% |
| Q2 2018 | $1,565,000 | +16.3% | 52,780 | +7.4% | 0.04% | +20.7% |
| Q1 2018 | $1,346,000 | -14.3% | 49,131 | -9.1% | 0.03% | -14.7% |
| Q4 2017 | $1,570,000 | +30.4% | 54,053 | +277.3% | 0.03% | +21.4% |
| Q3 2017 | $1,204,000 | +23.7% | 14,326 | +18.5% | 0.03% | +21.7% |
| Q2 2017 | $973,000 | +19.1% | 12,085 | +19.3% | 0.02% | +15.0% |
| Q1 2017 | $817,000 | +15.1% | 10,131 | +18.0% | 0.02% | +11.1% |
| Q4 2016 | $710,000 | +22.2% | 8,584 | +11.1% | 0.02% | +20.0% |
| Q3 2016 | $581,000 | -7.3% | 7,725 | -11.7% | 0.02% | -6.2% |
| Q2 2016 | $627,000 | +113.3% | 8,749 | +104.8% | 0.02% | +128.6% |
| Q1 2016 | $294,000 | – | 4,273 | – | 0.01% | – |
Download | ||||||
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% |