WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 240 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,676 | -0.7% | 59,454 | +1.5% | 1.02% | +1.3% |
| Q2 2023 | $1,687 | +0.8% | 58,602 | +0.0% | 1.00% | -6.3% |
| Q1 2023 | $1,674 | -11.7% | 58,600 | -12.1% | 1.07% | -13.6% |
| Q4 2022 | $1,896 | -99.9% | 66,666 | +1.0% | 1.24% | +9.3% |
| Q3 2022 | $1,700,000 | +5.5% | 66,028 | +15.7% | 1.13% | +12.5% |
| Q2 2022 | $1,611,000 | -10.6% | 57,078 | +0.9% | 1.01% | +6.6% |
| Q1 2022 | $1,803,000 | -0.6% | 56,573 | +2.5% | 0.95% | +5.9% |
| Q4 2021 | $1,813,000 | +6.7% | 55,174 | +0.1% | 0.89% | -0.7% |
| Q3 2021 | $1,699,000 | -3.3% | 55,094 | 0.0% | 0.90% | -2.2% |
| Q2 2021 | $1,757,000 | +3.1% | 55,094 | +0.7% | 0.92% | -3.3% |
| Q1 2021 | $1,704,000 | +16.2% | 54,694 | -0.8% | 0.95% | +9.3% |
| Q4 2020 | $1,467,000 | +33.1% | 55,139 | +5.5% | 0.87% | +18.2% |
| Q3 2020 | $1,102,000 | -0.5% | 52,264 | 0.0% | 0.74% | -7.3% |
| Q2 2020 | $1,107,000 | +29.0% | 52,264 | +9.8% | 0.79% | +6.7% |
| Q1 2020 | $858,000 | -43.4% | 47,614 | -10.0% | 0.74% | -21.4% |
| Q4 2019 | $1,517,000 | +4.8% | 52,894 | 0.0% | 0.94% | -2.3% |
| Q3 2019 | $1,448,000 | -0.1% | 52,894 | -1.1% | 0.97% | +1.4% |
| Q2 2019 | $1,450,000 | -2.5% | 53,494 | -0.9% | 0.95% | -8.1% |
| Q1 2019 | $1,487,000 | +11.5% | 53,994 | -0.7% | 1.04% | -3.0% |
| Q4 2018 | $1,334,000 | -17.5% | 54,394 | 0.0% | 1.07% | +0.2% |
| Q3 2018 | $1,616,000 | +0.2% | 54,394 | 0.0% | 1.07% | -4.2% |
| Q2 2018 | $1,613,000 | +10.3% | 54,394 | +1.9% | 1.12% | +6.3% |
| Q1 2018 | $1,463,000 | -5.9% | 53,394 | -0.3% | 1.05% | -5.1% |
| Q4 2017 | $1,555,000 | +6.2% | 53,544 | +207.3% | 1.10% | +1.7% |
| Q3 2017 | $1,464,000 | +3.8% | 17,423 | -0.6% | 1.09% | +2.5% |
| Q2 2017 | $1,410,000 | -23.0% | 17,523 | -22.8% | 1.06% | -21.7% |
| Q1 2017 | $1,830,000 | -20.3% | 22,703 | -18.2% | 1.36% | -21.6% |
| Q4 2016 | $2,295,000 | +29.3% | 27,750 | +17.6% | 1.73% | +22.9% |
| Q3 2016 | $1,775,000 | +5.7% | 23,600 | +0.7% | 1.41% | +1.8% |
| Q2 2016 | $1,679,000 | +15.4% | 23,428 | +10.6% | 1.38% | +3.7% |
| Q1 2016 | $1,455,000 | +10.7% | 21,177 | +4.7% | 1.33% | +2.1% |
| Q4 2015 | $1,314,000 | +3.2% | 20,232 | +0.1% | 1.31% | +5.2% |
| Q3 2015 | $1,273,000 | -13.5% | 20,202 | -3.2% | 1.24% | +0.6% |
| Q2 2015 | $1,471,000 | -2.3% | 20,877 | 0.0% | 1.24% | +2.6% |
| Q1 2015 | $1,505,000 | -1.6% | 20,877 | -3.2% | 1.20% | -6.2% |
| Q4 2014 | $1,529,000 | +10.2% | 21,561 | +0.8% | 1.28% | +10.6% |
| Q3 2014 | $1,388,000 | -39.2% | 21,381 | -34.4% | 1.16% | -16.7% |
| Q2 2014 | $2,283,000 | -4.0% | 32,601 | -6.4% | 1.39% | -8.0% |
| Q1 2014 | $2,377,000 | +3.8% | 34,822 | +3.1% | 1.52% | -0.7% |
| Q4 2013 | $2,290,000 | +12.1% | 33,784 | +3.5% | 1.53% | +5.5% |
| Q3 2013 | $2,043,000 | +7.5% | 32,626 | +0.1% | 1.45% | +11.9% |
| Q2 2013 | $1,901,000 | – | 32,586 | – | 1.29% | – |
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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% |