WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468,035 | -2.0% | 16,597 | 0.0% | 0.06% | -9.0% |
| Q2 2023 | $477,828 | +0.8% | 16,597 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $474,010 | +0.4% | 16,597 | 0.0% | 0.07% | -4.1% |
| Q4 2022 | $472,019 | -1.0% | 16,597 | -10.4% | 0.07% | -6.3% |
| Q3 2022 | $477,000 | -12.5% | 18,517 | -4.1% | 0.08% | -9.2% |
| Q2 2022 | $545,000 | -14.2% | 19,317 | -3.0% | 0.09% | +3.6% |
| Q1 2022 | $635,000 | -0.2% | 19,917 | +2.9% | 0.08% | +3.7% |
| Q4 2021 | $636,000 | +28.5% | 19,353 | +20.6% | 0.08% | +20.9% |
| Q3 2021 | $495,000 | -6.2% | 16,045 | -3.1% | 0.07% | -6.9% |
| Q2 2021 | $528,000 | +25.7% | 16,565 | +22.9% | 0.07% | +14.3% |
| Q1 2021 | $420,000 | +31.7% | 13,481 | +12.5% | 0.06% | +23.5% |
| Q4 2020 | $319,000 | +26.1% | 11,981 | 0.0% | 0.05% | +6.2% |
| Q3 2020 | $253,000 | +42.9% | 11,981 | +43.4% | 0.05% | +26.3% |
| Q2 2020 | $177,000 | -11.5% | 8,354 | -24.8% | 0.04% | -29.6% |
| Q1 2020 | $200,000 | -27.3% | 11,105 | +15.6% | 0.05% | -14.3% |
| Q4 2019 | $275,000 | – | 9,605 | – | 0.06% | – |
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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% |