WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 196 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $297,000 | -29.1% | 9,320 | -26.8% | 0.03% | -25.7% |
| Q4 2021 | $419,000 | +46.0% | 12,740 | +36.7% | 0.04% | +29.6% |
| Q3 2021 | $287,000 | -3.4% | 9,320 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $297,000 | -8.9% | 9,320 | -10.9% | 0.03% | -15.2% |
| Q1 2021 | $326,000 | +17.3% | 10,466 | 0.0% | 0.03% | +3.1% |
| Q4 2020 | $278,000 | +26.4% | 10,466 | 0.0% | 0.03% | +10.3% |
| Q3 2020 | $220,000 | -25.2% | 10,466 | -24.6% | 0.03% | -29.3% |
| Q2 2020 | $294,000 | +17.1% | 13,886 | 0.0% | 0.04% | -2.4% |
| Q1 2020 | $251,000 | -36.9% | 13,886 | 0.0% | 0.04% | -20.8% |
| Q4 2019 | $398,000 | +4.7% | 13,886 | 0.0% | 0.05% | -5.4% |
| Q3 2019 | $380,000 | +1.1% | 13,886 | 0.0% | 0.06% | -3.4% |
| Q2 2019 | $376,000 | -1.8% | 13,886 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $383,000 | +12.3% | 13,886 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $341,000 | -17.4% | 13,886 | 0.0% | 0.06% | -6.2% |
| Q3 2018 | $413,000 | +0.2% | 13,886 | 0.0% | 0.06% | -11.1% |
| Q2 2018 | $412,000 | +8.4% | 13,886 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $380,000 | -5.7% | 13,886 | 0.0% | 0.07% | -5.4% |
| Q4 2017 | $403,000 | +61.8% | 13,886 | +368.8% | 0.07% | +48.0% |
| Q3 2017 | $249,000 | -40.9% | 2,962 | -43.4% | 0.05% | -40.5% |
| Q2 2017 | $421,000 | -0.2% | 5,232 | 0.0% | 0.08% | -2.3% |
| Q1 2017 | $422,000 | – | 5,232 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |