WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $44,869 | +2.4% | 1,407 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $43,828 | -3.5% | 1,407 | -17.6% | 0.01% | -12.5% |
| Q4 2020 | $45,406 | +26.2% | 1,707 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $35,984 | -0.5% | 1,707 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $36,154 | +11.3% | 1,707 | -5.3% | 0.01% | 0.0% |
| Q1 2020 | $32,472 | -37.2% | 1,802 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $51,681 | +10.6% | 1,802 | +5.6% | 0.01% | 0.0% |
| Q3 2019 | $46,721 | +1.0% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $46,277 | -1.6% | 1,707 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $47,011 | +12.3% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,873 | -17.4% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $50,715 | +0.2% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,613 | +8.2% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $46,772 | -5.7% | 1,707 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $49,588 | +3.7% | 1,707 | +200.0% | 0.01% | -7.1% |
| Q3 2017 | $47,813 | – | 569 | – | 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% |