WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,013,001 | -5.5% | 142,305 | -3.5% | 0.61% | -3.5% |
| Q2 2023 | $4,247,389 | +2.1% | 147,530 | +1.3% | 0.63% | -4.8% |
| Q1 2023 | $4,160,964 | +1.6% | 145,692 | +1.2% | 0.66% | -6.7% |
| Q4 2022 | $4,094,507 | +526.1% | 143,970 | +466.9% | 0.71% | +461.4% |
| Q3 2022 | $654,000 | -1.7% | 25,398 | +7.7% | 0.13% | +1.6% |
| Q2 2022 | $665,000 | -7.3% | 23,580 | +4.8% | 0.12% | +5.9% |
| Q1 2022 | $717,000 | +0.4% | 22,506 | +3.6% | 0.12% | +6.3% |
| Q4 2021 | $714,000 | +6.2% | 21,717 | -0.4% | 0.11% | +0.9% |
| Q3 2021 | $672,000 | -6.1% | 21,802 | -2.9% | 0.11% | -5.2% |
| Q2 2021 | $716,000 | +6.4% | 22,458 | +3.9% | 0.12% | +2.7% |
| Q1 2021 | $673,000 | +31.4% | 21,611 | +12.2% | 0.11% | +25.6% |
| Q4 2020 | $512,000 | +36.2% | 19,263 | +8.0% | 0.09% | +20.0% |
| Q3 2020 | $376,000 | -15.1% | 17,829 | -14.8% | 0.08% | -22.7% |
| Q2 2020 | $443,000 | +19.1% | 20,914 | +1.4% | 0.10% | +3.2% |
| Q1 2020 | $372,000 | +61.7% | 20,633 | +157.3% | 0.09% | +135.0% |
| Q4 2019 | $230,000 | +7.5% | 8,019 | +2.5% | 0.04% | 0.0% |
| Q3 2019 | $214,000 | – | 7,827 | – | 0.04% | – |
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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% |