WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,740 | -2.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,425 | +0.8% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,158 | +0.4% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,019 | +10.1% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -9.1% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -10.8% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | -2.6% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +5.6% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -2.7% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 1,161 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $36,000 | +16.1% | 1,161 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $31,000 | +29.2% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | -4.0% | 1,161 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $25,000 | +19.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -36.4% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +3.1% | 1,161 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $32,000 | +3.2% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $31,000 | -3.1% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | +14.3% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | +12.0% | 1,161 | +233.6% | 0.00% | -50.0% |
| Q1 2015 | $25,000 | – | 348 | – | 0.01% | – |
Download | ||||||
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% |