WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 237 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,922,762 | +1.7% | 103,644 | +3.9% | 0.02% | -10.0% |
| Q2 2023 | $2,872,662 | -3.6% | 99,780 | -4.4% | 0.02% | -9.1% |
| Q1 2023 | $2,980,776 | +1.5% | 104,369 | +1.1% | 0.02% | -8.3% |
| Q4 2022 | $2,937,274 | +77.7% | 103,280 | +60.8% | 0.02% | +14.3% |
| Q3 2022 | $1,653,000 | -18.6% | 64,231 | -10.7% | 0.02% | -19.2% |
| Q2 2022 | $2,030,000 | +3.0% | 71,944 | +16.4% | 0.03% | +8.3% |
| Q1 2022 | $1,970,000 | +24.4% | 61,817 | +28.3% | 0.02% | +26.3% |
| Q4 2021 | $1,583,000 | +38.5% | 48,176 | +29.9% | 0.02% | +26.7% |
| Q3 2021 | $1,143,000 | +19.1% | 37,090 | +23.2% | 0.02% | +7.1% |
| Q2 2021 | $960,000 | +39.3% | 30,110 | +36.2% | 0.01% | -6.7% |
| Q1 2021 | $689,000 | +23.3% | 22,106 | +5.3% | 0.02% | +15.4% |
| Q4 2020 | $559,000 | +3.1% | 21,000 | -18.3% | 0.01% | -7.1% |
| Q3 2020 | $542,000 | -8.6% | 25,697 | -8.2% | 0.01% | -12.5% |
| Q2 2020 | $593,000 | +17.7% | 27,980 | +0.1% | 0.02% | -5.9% |
| Q1 2020 | $504,000 | -46.8% | 27,945 | -15.4% | 0.02% | -32.0% |
| Q4 2019 | $948,000 | -5.8% | 33,036 | -9.8% | 0.02% | -16.7% |
| Q3 2019 | $1,006,000 | -9.0% | 36,625 | -10.2% | 0.03% | -11.8% |
| Q2 2019 | $1,106,000 | -3.9% | 40,804 | -2.3% | 0.03% | -8.1% |
| Q1 2019 | $1,151,000 | +29.5% | 41,760 | +14.9% | 0.04% | +8.8% |
| Q4 2018 | $889,000 | -5.0% | 36,334 | +15.5% | 0.03% | +3.0% |
| Q3 2018 | $936,000 | -3.8% | 31,452 | -11.1% | 0.03% | -23.3% |
| Q1 2018 | $973,000 | -21.2% | 35,398 | -16.8% | 0.04% | -17.3% |
| Q4 2017 | $1,234,000 | +8.1% | 42,537 | +213.2% | 0.05% | 0.0% |
| Q3 2017 | $1,142,000 | -1.4% | 13,580 | -5.7% | 0.05% | -5.5% |
| Q2 2017 | $1,158,000 | +4.4% | 14,400 | +4.7% | 0.06% | +3.8% |
| Q1 2017 | $1,109,000 | +33.0% | 13,760 | +36.4% | 0.05% | +23.3% |
| Q4 2016 | $834,000 | +25.2% | 10,090 | +14.0% | 0.04% | +72.0% |
| Q3 2016 | $666,000 | +160.2% | 8,850 | +148.6% | 0.02% | +66.7% |
| Q2 2016 | $256,000 | +7.1% | 3,560 | +2.9% | 0.02% | 0.0% |
| Q1 2016 | $239,000 | -7.0% | 3,459 | -12.6% | 0.02% | -6.2% |
| Q4 2015 | $257,000 | +3.6% | 3,957 | +0.3% | 0.02% | -5.9% |
| Q3 2015 | $248,000 | -25.3% | 3,947 | -19.1% | 0.02% | -32.0% |
| Q4 2013 | $332,000 | +23.9% | 4,877 | +14.3% | 0.02% | +8.7% |
| Q3 2013 | $268,000 | +4.7% | 4,265 | -1.8% | 0.02% | -8.0% |
| Q2 2013 | $256,000 | – | 4,341 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |