WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,689,690 | -6.8% | 59,918 | -4.8% | 0.01% | -44.4% |
| Q2 2023 | $1,812,497 | -18.0% | 62,956 | -18.6% | 0.01% | +80.0% |
| Q1 2023 | $2,209,030 | +13.1% | 77,347 | +12.6% | 0.01% | +25.0% |
| Q4 2022 | $1,953,487 | +5.5% | 68,688 | -4.5% | 0.00% | -20.0% |
| Q3 2022 | $1,851,000 | +18.6% | 71,921 | +30.0% | 0.01% | +25.0% |
| Q2 2022 | $1,561,000 | -6.0% | 55,319 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $1,660,000 | +16.2% | 52,081 | +19.8% | 0.00% | +33.3% |
| Q4 2021 | $1,428,000 | +32.5% | 43,456 | +24.3% | 0.00% | 0.0% |
| Q3 2021 | $1,078,000 | +6.9% | 34,964 | +10.6% | 0.00% | 0.0% |
| Q2 2021 | $1,008,000 | +98.8% | 31,613 | +94.3% | 0.00% | +50.0% |
| Q1 2021 | $507,000 | +21.0% | 16,271 | +3.3% | 0.00% | +100.0% |
| Q4 2020 | $419,000 | +30.1% | 15,751 | +3.1% | 0.00% | 0.0% |
| Q3 2020 | $322,000 | +10.7% | 15,277 | +11.1% | 0.00% | 0.0% |
| Q2 2020 | $291,000 | -8.8% | 13,749 | +23.7% | 0.00% | 0.0% |
| Q4 2019 | $319,000 | -2.1% | 11,112 | -7.7% | 0.00% | -50.0% |
| Q2 2019 | $326,000 | -40.5% | 12,042 | -39.5% | 0.00% | -33.3% |
| Q1 2019 | $548,000 | +12.3% | 19,893 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $488,000 | -19.6% | 19,886 | -2.6% | 0.00% | 0.0% |
| Q3 2018 | $607,000 | – | 20,420 | – | 0.00% | – |
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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% |