WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,576,000 | -8.2% | 91,575 | -6.0% | 0.01% | -16.7% |
| Q2 2023 | $2,807,000 | +65.6% | 97,403 | +64.3% | 0.01% | +50.0% |
| Q1 2023 | $1,695,000 | -1.1% | 59,284 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $1,713,000 | +14.2% | 60,207 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $1,500,000 | -17.2% | 58,298 | -9.3% | 0.00% | -20.0% |
| Q2 2022 | $1,811,000 | +0.1% | 64,285 | +13.4% | 0.01% | +25.0% |
| Q1 2022 | $1,809,000 | -1.0% | 56,683 | +2.1% | 0.00% | 0.0% |
| Q4 2021 | $1,827,000 | +13.2% | 55,506 | +5.8% | 0.00% | 0.0% |
| Q3 2021 | $1,614,000 | -6.9% | 52,483 | -3.4% | 0.00% | -20.0% |
| Q2 2021 | $1,734,000 | +6.1% | 54,304 | +3.5% | 0.01% | 0.0% |
| Q1 2021 | $1,634,000 | +127.9% | 52,485 | +53.6% | 0.01% | +66.7% |
| Q3 2020 | $717,000 | -20.6% | 34,167 | -20.2% | 0.00% | -40.0% |
| Q2 2020 | $903,000 | -1.3% | 42,814 | -15.8% | 0.01% | -16.7% |
| Q1 2020 | $915,000 | -53.8% | 50,863 | -26.2% | 0.01% | -50.0% |
| Q4 2019 | $1,981,000 | +8.7% | 68,930 | +3.8% | 0.01% | +20.0% |
| Q3 2019 | $1,823,000 | +3.6% | 66,401 | +2.2% | 0.01% | 0.0% |
| Q2 2019 | $1,760,000 | -9.7% | 64,972 | -7.9% | 0.01% | -23.1% |
| Q1 2019 | $1,950,000 | +12.9% | 70,569 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $1,727,000 | -17.8% | 70,429 | -0.6% | 0.01% | -13.3% |
| Q3 2018 | $2,102,000 | -2.7% | 70,846 | -2.9% | 0.02% | -11.8% |
| Q2 2018 | $2,160,000 | +24.9% | 72,998 | +15.9% | 0.02% | +21.4% |
| Q1 2018 | $1,730,000 | -4.4% | 62,977 | +1.4% | 0.01% | -6.7% |
| Q4 2017 | $1,809,000 | +3.3% | 62,100 | +197.4% | 0.02% | 0.0% |
| Q3 2017 | $1,751,000 | +1.2% | 20,881 | -3.3% | 0.02% | 0.0% |
| Q2 2017 | $1,730,000 | +23.3% | 21,594 | +23.2% | 0.02% | +15.4% |
| Q1 2017 | $1,403,000 | +26.3% | 17,530 | +30.2% | 0.01% | +8.3% |
| Q4 2016 | $1,111,000 | +24.6% | 13,461 | +14.0% | 0.01% | +20.0% |
| Q3 2016 | $892,000 | +9.6% | 11,803 | +3.8% | 0.01% | 0.0% |
| Q2 2016 | $814,000 | +1.2% | 11,367 | -2.9% | 0.01% | +233.3% |
| Q1 2016 | $804,000 | +1.3% | 11,702 | -4.6% | 0.00% | -66.7% |
| Q4 2015 | $794,000 | -13.0% | 12,271 | -15.4% | 0.01% | -25.0% |
| Q3 2015 | $913,000 | +0.9% | 14,497 | +12.8% | 0.01% | -20.0% |
| Q2 2015 | $905,000 | -0.4% | 12,849 | +1.9% | 0.02% | +7.1% |
| Q1 2015 | $909,000 | +9.3% | 12,613 | +7.5% | 0.01% | +7.7% |
| Q4 2014 | $832,000 | +142.6% | 11,729 | +122.1% | 0.01% | +116.7% |
| Q3 2014 | $343,000 | – | 5,282 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |