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 | $97,826 | -2.0% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $99,873 | +0.8% | 3,469 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $99,075 | +0.4% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $98,658 | +10.9% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $89,000 | -9.2% | 3,469 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $98,000 | -11.7% | 3,469 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $111,000 | -2.6% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $114,000 | -99.9% | 3,469 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $106,949,000 | -3.3% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $110,626,000 | +2.4% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $108,059,000 | +117355.4% | 3,469 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $92,000 | -99.9% | 3,469 | 0.0% | 0.01% | -33.3% |
| Q3 2020 | $73,127,000 | -0.6% | 3,469 | -3.4% | 0.01% | -10.0% |
| Q2 2020 | $73,546,000 | +17.7% | 3,590 | +3.5% | 0.01% | -9.1% |
| Q1 2020 | $62,511,000 | -37.2% | 3,469 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $99,491,000 | +105741.5% | 3,469 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $94,000 | -99.9% | 3,469 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $94,045,000 | -1.6% | 3,469 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $95,536,000 | – | 3,469 | – | 0.02% | – |
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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% |