WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $91,000 | +26.4% | 3,405 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $72,000 | 0.0% | 3,405 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $72,000 | +10.8% | 3,405 | -6.0% | 0.00% | 0.0% |
Q1 2020 | $65,000 | -68.0% | 3,621 | -50.0% | 0.00% | -62.5% |
Q4 2019 | $203,000 | +67.8% | 7,242 | +77.9% | 0.01% | +60.0% |
Q3 2018 | $121,000 | +4.3% | 4,071 | +191.8% | 0.01% | -37.5% |
Q4 2016 | $116,000 | – | 1,395 | – | 0.01% | – |
Download |
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% |