WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,000 | 0.0% | 176 | +0.6% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 175 | +0.6% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 174 | +0.6% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 173 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 173 | +1.2% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 171 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | -55.6% | 171 | -49.1% | 0.00% | -100.0% |
| Q1 2019 | $9,000 | +125.0% | 336 | +96.5% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 171 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $5,000 | -72.2% | 171 | -72.5% | 0.00% | -50.0% |
| Q2 2018 | $18,000 | +5.9% | 621 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | – | 621 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |