WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $927,081 | +5.3% | 32,885 | +7.6% | 0.08% | +10.8% |
| Q2 2023 | $880,139 | -0.5% | 30,571 | -1.3% | 0.07% | -8.6% |
| Q1 2023 | $884,617 | -22.2% | 30,974 | -22.6% | 0.08% | -30.8% |
| Q4 2022 | $1,137,628 | +9.2% | 40,001 | -1.3% | 0.12% | +7.3% |
| Q3 2022 | $1,042,000 | -8.1% | 40,513 | +0.8% | 0.11% | -4.4% |
| Q2 2022 | $1,134,000 | -27.1% | 40,211 | -17.7% | 0.11% | -16.2% |
| Q1 2022 | $1,556,000 | +13.7% | 48,849 | +17.2% | 0.14% | +18.3% |
| Q4 2021 | $1,369,000 | +6.6% | 41,665 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $1,284,000 | -4.7% | 41,665 | -1.5% | 0.12% | -4.2% |
| Q2 2021 | $1,348,000 | -11.7% | 42,285 | -13.7% | 0.12% | -13.7% |
| Q1 2021 | $1,527,000 | +14.2% | 49,021 | -2.5% | 0.14% | +4.5% |
| Q4 2020 | $1,337,000 | +26.7% | 50,258 | +0.5% | 0.13% | +15.7% |
| Q3 2020 | $1,055,000 | -0.8% | 50,029 | -0.3% | 0.12% | -8.0% |
| Q2 2020 | $1,063,000 | +33.5% | 50,180 | +13.6% | 0.12% | +45.3% |
| Q1 2020 | $796,000 | -31.9% | 44,180 | +8.4% | 0.09% | -30.6% |
| Q4 2019 | $1,169,000 | +729.1% | 40,745 | +679.1% | 0.12% | +552.6% |
| Q2 2019 | $141,000 | – | 5,230 | – | 0.02% | – |
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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% |