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 | $309,000 | -11.0% | 10,965 | -9.0% | 0.02% | 0.0% |
Q2 2023 | $347,000 | +95756.4% | 12,047 | -5.5% | 0.02% | -17.4% |
Q4 2022 | $362 | -99.9% | 12,745 | +6.2% | 0.02% | -25.8% |
Q3 2022 | $309,000 | -13.7% | 12,004 | +10.1% | 0.03% | +47.6% |
Q4 2021 | $358,000 | -90.3% | 10,902 | -90.6% | 0.02% | -91.4% |
Q2 2021 | $3,681,000 | +2.7% | 115,440 | +6.1% | 0.24% | +95.2% |
Q1 2021 | $3,585,000 | +2595.5% | 108,831 | +2083.6% | 0.12% | +1983.3% |
Q4 2020 | $133,000 | +92.8% | 4,984 | +53.0% | 0.01% | +100.0% |
Q3 2020 | $69,000 | -40.0% | 3,258 | -39.9% | 0.00% | -50.0% |
Q2 2020 | $115,000 | -14.2% | 5,424 | -26.8% | 0.01% | -40.0% |
Q1 2020 | $134,000 | -39.6% | 7,412 | -4.4% | 0.01% | -41.2% |
Q4 2019 | $222,000 | +2.8% | 7,757 | -1.6% | 0.02% | -5.6% |
Q3 2019 | $216,000 | -50.0% | 7,882 | -49.7% | 0.02% | -62.5% |
Q1 2019 | $432,000 | +4.3% | 15,670 | -7.2% | 0.05% | -18.6% |
Q4 2018 | $414,000 | – | 16,884 | – | 0.06% | – |
Download |
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% |