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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $431,000 | -70.3% | 20,332 | -74.7% | 0.21% | -61.8% |
Q1 2020 | $1,449,000 | -49.5% | 80,424 | -19.6% | 0.55% | -29.2% |
Q4 2019 | $2,868,000 | -12.0% | 100,056 | -16.1% | 0.77% | -10.6% |
Q3 2019 | $3,260,000 | -2.4% | 119,215 | -3.3% | 0.86% | +3.5% |
Q2 2019 | $3,341,000 | -3.5% | 123,294 | -1.9% | 0.84% | -1.8% |
Q1 2019 | $3,461,000 | -13.0% | 125,684 | -22.5% | 0.85% | -8.0% |
Q4 2018 | $3,980,000 | -20.4% | 162,253 | -3.6% | 0.92% | -9.7% |
Q3 2018 | $5,002,000 | -13.0% | 168,371 | -13.2% | 1.02% | -22.9% |
Q2 2018 | $5,750,000 | -10.2% | 193,942 | -17.0% | 1.33% | -28.9% |
Q1 2018 | $6,404,000 | -18.1% | 233,709 | -13.1% | 1.87% | -20.3% |
Q4 2017 | $7,816,000 | -15.7% | 269,043 | +143.7% | 2.35% | +15.6% |
Q3 2017 | $9,277,000 | -10.4% | 110,397 | -12.6% | 2.03% | -18.9% |
Q2 2017 | $10,352,000 | -22.7% | 126,344 | -22.8% | 2.50% | -24.8% |
Q1 2017 | $13,391,000 | -26.2% | 163,755 | -27.3% | 3.33% | -37.1% |
Q4 2016 | $18,152,000 | -6.7% | 225,270 | -18.6% | 5.29% | +7.3% |
Q3 2016 | $19,457,000 | -2.5% | 276,624 | +1.2% | 4.93% | -26.2% |
Q2 2016 | $19,956,000 | +6.7% | 273,355 | +3.1% | 6.67% | +0.3% |
Q1 2016 | $18,700,000 | +40.7% | 265,083 | +14.5% | 6.65% | +10.2% |
Q4 2015 | $13,288,000 | – | 231,421 | – | 6.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |