WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854 | -17.5% | 30,295 | -15.8% | 0.29% | -12.3% |
| Q2 2023 | $1,035 | +2.3% | 35,965 | +1.5% | 0.33% | -0.6% |
| Q1 2023 | $1,012 | +48.4% | 35,435 | +47.7% | 0.34% | +48.0% |
| Q4 2022 | $682 | -99.9% | 23,985 | +14.4% | 0.23% | +9.1% |
| Q3 2022 | $540,000 | +0.9% | 20,965 | +10.6% | 0.21% | +9.5% |
| Q2 2022 | $535,000 | +22.4% | 18,960 | +38.1% | 0.19% | +43.9% |
| Q1 2022 | $437,000 | +40.1% | 13,725 | +44.3% | 0.13% | +25.7% |
| Q4 2021 | $312,000 | +12.2% | 9,510 | +5.4% | 0.10% | -5.4% |
| Q3 2021 | $278,000 | -3.5% | 9,020 | 0.0% | 0.11% | +4.7% |
| Q2 2021 | $288,000 | +39.8% | 9,020 | +36.2% | 0.11% | +37.7% |
| Q1 2021 | $206,000 | -13.1% | 6,625 | +91.5% | 0.08% | -58.8% |
| Q1 2016 | $237,000 | -1.7% | 3,460 | -7.0% | 0.19% | +6.2% |
| Q4 2015 | $241,000 | +7.6% | 3,720 | +4.2% | 0.18% | +10.7% |
| Q3 2015 | $224,000 | -1.8% | 3,570 | +9.8% | 0.16% | +2.6% |
| Q2 2015 | $228,000 | +11.2% | 3,250 | +14.0% | 0.16% | +11.5% |
| Q1 2015 | $205,000 | – | 2,850 | – | 0.14% | – |
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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% |