WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. 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. | 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% |