WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $615 | -99.9% | 21,369 | +3.8% | 0.03% | -12.9% |
Q2 2022 | $581,000 | +190.5% | 20,590 | +227.5% | 0.03% | +342.9% |
Q1 2022 | $200,000 | -95.1% | 6,287 | -95.3% | 0.01% | -95.8% |
Q3 2021 | $4,123,000 | – | 133,730 | – | 0.17% | – |
Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2021 | $927,000 | -78.9% | 29,747 | -82.0% | 0.05% | -83.4% |
Q4 2020 | $4,398,000 | +86.4% | 165,337 | +47.7% | 0.30% | +72.0% |
Q3 2020 | $2,360,000 | +493.0% | 111,946 | +495.6% | 0.18% | +464.5% |
Q2 2020 | $398,000 | +2241.2% | 18,797 | +9298.5% | 0.03% | +3000.0% |
Q4 2016 | $17,000 | – | 200 | – | 0.00% | – |
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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% |