WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5 | -99.9% | 186 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $5,000 | -16.7% | 186 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $6,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $6,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $6,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | +20.0% | 186 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $5,000 | +25.0% | 186 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | -91.7% | 186 | -93.0% | 0.00% | -93.3% |
Q1 2020 | $48,000 | -36.8% | 2,650 | 0.0% | 0.02% | -21.1% |
Q4 2019 | $76,000 | +4.1% | 2,650 | 0.0% | 0.02% | -5.0% |
Q3 2019 | $73,000 | +1.4% | 2,650 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $72,000 | -57.4% | 2,650 | -56.9% | 0.02% | -56.5% |
Q1 2019 | $169,000 | +11.9% | 6,150 | 0.0% | 0.05% | +2.2% |
Q4 2018 | $151,000 | -35.2% | 6,150 | -21.7% | 0.04% | -31.8% |
Q3 2018 | $233,000 | +6.4% | 7,850 | +6.5% | 0.07% | -2.9% |
Q2 2018 | $219,000 | +19.0% | 7,372 | +9.8% | 0.07% | +13.3% |
Q1 2018 | $184,000 | -5.6% | 6,716 | 0.0% | 0.06% | -6.2% |
Q4 2017 | $195,000 | +38.3% | 6,716 | +301.7% | 0.06% | +30.6% |
Q3 2017 | $141,000 | +4.4% | 1,672 | 0.0% | 0.05% | -2.0% |
Q2 2017 | $135,000 | +57.0% | 1,672 | +56.1% | 0.05% | +51.5% |
Q1 2017 | $86,000 | +760.0% | 1,071 | +763.7% | 0.03% | +725.0% |
Q4 2016 | $10,000 | +11.1% | 124 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $9,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $9,000 | -76.3% | 124 | -77.5% | 0.00% | -78.9% |
Q1 2016 | $38,000 | +375.0% | 550 | +343.5% | 0.02% | +375.0% |
Q4 2015 | $8,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -90.9% | 124 | -90.1% | 0.00% | -91.3% |
Q2 2015 | $88,000 | -2.2% | 1,253 | 0.0% | 0.05% | -2.1% |
Q1 2015 | $90,000 | +1.1% | 1,253 | 0.0% | 0.05% | -2.1% |
Q4 2014 | $89,000 | +15.6% | 1,253 | +5.2% | 0.05% | +9.1% |
Q3 2014 | $77,000 | -7.2% | 1,191 | 0.0% | 0.04% | -6.4% |
Q2 2014 | $83,000 | +2.5% | 1,191 | 0.0% | 0.05% | -2.1% |
Q1 2014 | $81,000 | +1925.0% | 1,191 | +1821.0% | 0.05% | +1500.0% |
Q4 2013 | $4,000 | – | 62 | – | 0.00% | – |
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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% |