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 | $207,210 | -8.5% | 7,348 | -6.6% | 0.02% | -6.2% |
| Q2 2023 | $226,442 | -46.4% | 7,865 | -46.8% | 0.02% | -46.7% |
| Q1 2023 | $422,281 | -29.9% | 14,786 | -30.2% | 0.03% | -34.8% |
| Q4 2022 | $602,701 | +12.4% | 21,192 | +1.7% | 0.05% | +2.2% |
| Q3 2022 | $536,000 | -5.5% | 20,831 | +3.6% | 0.04% | 0.0% |
| Q2 2022 | $567,000 | -9.1% | 20,104 | +2.7% | 0.04% | +7.1% |
| Q1 2022 | $624,000 | -3.9% | 19,571 | -0.9% | 0.04% | 0.0% |
| Q4 2021 | $649,000 | -10.5% | 19,754 | -13.1% | 0.04% | -26.3% |
| Q2 2021 | $725,000 | -17.6% | 22,729 | -19.6% | 0.06% | -32.9% |
| Q1 2021 | $880,000 | +15.2% | 28,265 | -1.6% | 0.08% | +7.6% |
| Q4 2020 | $764,000 | +108.7% | 28,731 | +66.4% | 0.08% | +43.6% |
| Q2 2020 | $366,000 | -56.6% | 17,262 | -41.3% | 0.06% | -48.1% |
| Q4 2019 | $843,000 | – | 29,400 | – | 0.11% | – |
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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% |