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 | $327,853 | +61.5% | 11,626 | +82.3% | 0.00% | – |
| Q1 2022 | $203,000 | -50.1% | 6,378 | -48.5% | 0.00% | – |
| Q4 2021 | $407,000 | +6.5% | 12,378 | 0.0% | 0.00% | – |
| Q3 2021 | $382,000 | -3.3% | 12,378 | 0.0% | 0.00% | – |
| Q2 2021 | $395,000 | +2.3% | 12,378 | 0.0% | 0.00% | – |
| Q1 2021 | $386,000 | +17.3% | 12,378 | 0.0% | 0.00% | – |
| Q4 2020 | $329,000 | +8.6% | 12,378 | -13.9% | 0.00% | – |
| Q3 2020 | $303,000 | – | 14,378 | – | 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% |