WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $105,701 | +0.4% | 3,701 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $105,256 | +10.8% | 3,701 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $95,000 | -29.6% | 3,701 | -22.6% | 0.02% | -28.6% |
| Q2 2022 | $135,000 | -11.2% | 4,781 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $152,000 | -3.2% | 4,781 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $157,000 | +6.8% | 4,781 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $147,000 | -3.3% | 4,781 | 0.0% | 0.02% | -15.4% |
| Q2 2021 | $152,000 | +2.0% | 4,781 | 0.0% | 0.03% | -58.7% |
| Q1 2021 | $149,000 | +17.3% | 4,781 | 0.0% | 0.06% | +10.5% |
| Q4 2020 | $127,000 | +25.7% | 4,781 | 0.0% | 0.06% | +42.5% |
| Q3 2020 | $101,000 | 0.0% | 4,781 | 0.0% | 0.04% | -7.0% |
| Q2 2020 | $101,000 | +17.4% | 4,781 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $86,000 | +62.3% | 4,781 | +156.8% | 0.04% | +100.0% |
| Q4 2019 | $53,000 | +3.9% | 1,862 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $51,000 | +2.0% | 1,862 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $50,000 | +4.2% | 1,862 | +7.6% | 0.02% | +9.5% |
| Q1 2019 | $48,000 | +17.1% | 1,731 | +2.7% | 0.02% | +5.0% |
| Q4 2018 | $41,000 | -18.0% | 1,685 | 0.0% | 0.02% | -4.8% |
| Q3 2018 | $50,000 | 0.0% | 1,685 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $50,000 | +8.7% | 1,685 | 0.0% | 0.02% | +4.8% |
| Q1 2018 | $46,000 | -2.1% | 1,685 | +3.1% | 0.02% | 0.0% |
| Q4 2017 | $47,000 | +2.2% | 1,635 | +200.0% | 0.02% | -8.7% |
| Q3 2017 | $46,000 | +4.5% | 545 | 0.0% | 0.02% | +4.5% |
| Q2 2017 | $44,000 | +37.5% | 545 | +38.3% | 0.02% | +29.4% |
| Q1 2017 | $32,000 | -3.0% | 394 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $33,000 | +10.0% | 394 | 0.0% | 0.02% | +6.2% |
| Q3 2016 | $30,000 | +7.1% | 394 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $28,000 | +3.7% | 394 | 0.0% | 0.02% | +6.7% |
| Q1 2016 | $27,000 | +170.0% | 394 | +162.7% | 0.02% | +150.0% |
| Q4 2015 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | +20.0% |
| Q3 2015 | $9,000 | – | 150 | – | 0.01% | – |
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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% |