WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,388,192 | +1.3% | 49,227 | +3.5% | 0.23% | +4.1% |
| Q2 2023 | $1,369,782 | +13.8% | 47,578 | +12.9% | 0.22% | +3.7% |
| Q1 2023 | $1,203,382 | +6.6% | 42,135 | +6.2% | 0.21% | -1.4% |
| Q4 2022 | $1,128,738 | -18.1% | 39,688 | -25.9% | 0.22% | -25.2% |
| Q3 2022 | $1,378,000 | +4.6% | 53,537 | +14.6% | 0.29% | +3.6% |
| Q2 2022 | $1,318,000 | +7.2% | 46,697 | +21.0% | 0.28% | +21.2% |
| Q1 2022 | $1,230,000 | +15.7% | 38,600 | +19.3% | 0.23% | +12.7% |
| Q4 2021 | $1,063,000 | +9.8% | 32,358 | +3.0% | 0.20% | +3.5% |
| Q3 2021 | $968,000 | – | 31,403 | – | 0.20% | – |
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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% |