WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,590 | -1.9% | 11,404 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $327,940 | -2.2% | 11,391 | -3.0% | 0.01% | 0.0% |
| Q1 2023 | $335,399 | +0.4% | 11,744 | +0.0% | 0.01% | -10.0% |
| Q4 2022 | $333,917 | -11.7% | 11,741 | -20.0% | 0.01% | -23.1% |
| Q3 2022 | $378,000 | +20.4% | 14,679 | +32.1% | 0.01% | +18.2% |
| Q2 2022 | $314,000 | -10.0% | 11,116 | +1.5% | 0.01% | +10.0% |
| Q1 2022 | $349,000 | -48.6% | 10,953 | -47.0% | 0.01% | -50.0% |
| Q4 2021 | $679,000 | +7.8% | 20,673 | +1.1% | 0.02% | 0.0% |
| Q3 2021 | $630,000 | -0.2% | 20,438 | +3.3% | 0.02% | 0.0% |
| Q2 2021 | $631,000 | +113.2% | 19,777 | +107.9% | 0.02% | +81.8% |
| Q1 2021 | $296,000 | +26.5% | 9,511 | +8.2% | 0.01% | +22.2% |
| Q4 2020 | $234,000 | +22.5% | 8,793 | -2.8% | 0.01% | 0.0% |
| Q3 2020 | $191,000 | +161.6% | 9,046 | +122.0% | 0.01% | +80.0% |
| Q1 2020 | $73,000 | -37.6% | 4,075 | +0.1% | 0.01% | -16.7% |
| Q4 2019 | $117,000 | -79.1% | 4,072 | -80.3% | 0.01% | -82.4% |
| Q3 2019 | $561,000 | 0.0% | 20,691 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $561,000 | +315.6% | 20,691 | +321.5% | 0.03% | +277.8% |
| Q1 2019 | $135,000 | +95.7% | 4,909 | +75.1% | 0.01% | +50.0% |
| Q4 2018 | $69,000 | -29.6% | 2,804 | -15.1% | 0.01% | -14.3% |
| Q3 2018 | $98,000 | -1.0% | 3,302 | +0.1% | 0.01% | -12.5% |
| Q2 2018 | $99,000 | -20.8% | 3,300 | -27.9% | 0.01% | -20.0% |
| Q1 2018 | $125,000 | +25.0% | 4,578 | +33.5% | 0.01% | +11.1% |
| Q4 2017 | $100,000 | -9.9% | 3,428 | +158.7% | 0.01% | -30.8% |
| Q3 2017 | $111,000 | -25.5% | 1,325 | -28.3% | 0.01% | -31.6% |
| Q2 2017 | $149,000 | -58.3% | 1,849 | -58.2% | 0.02% | -63.5% |
| Q1 2017 | $357,000 | -22.9% | 4,423 | -28.2% | 0.05% | -40.2% |
| Q3 2016 | $463,000 | +438.4% | 6,157 | +412.2% | 0.09% | +335.0% |
| Q2 2016 | $86,000 | +36.5% | 1,202 | +31.2% | 0.02% | +17.6% |
| Q1 2016 | $63,000 | +80.0% | 916 | +67.8% | 0.02% | +54.5% |
| Q4 2015 | $35,000 | +2.9% | 546 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $34,000 | -24.4% | 546 | -14.0% | 0.01% | -23.1% |
| Q2 2015 | $45,000 | -27.4% | 635 | -25.0% | 0.01% | -23.5% |
| Q1 2015 | $62,000 | +5.1% | 847 | +0.1% | 0.02% | -5.6% |
| Q4 2014 | $59,000 | -11.9% | 846 | -14.8% | 0.02% | -47.1% |
| Q4 2013 | $67,000 | – | 993 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |