WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,363,914 | -7.6% | 367,507 | -5.7% | 0.02% | -25.0% |
| Q2 2023 | $11,219,943 | -6.7% | 389,711 | -7.7% | 0.02% | -13.0% |
| Q1 2023 | $12,027,296 | -1.4% | 422,036 | -1.6% | 0.02% | -8.0% |
| Q4 2022 | $12,200,344 | +13.7% | 428,951 | +2.9% | 0.02% | 0.0% |
| Q3 2022 | $10,726,000 | -5.9% | 416,711 | +3.4% | 0.02% | 0.0% |
| Q2 2022 | $11,402,000 | +13.2% | 403,030 | +4.2% | 0.02% | +25.0% |
| Q1 2022 | $10,068,000 | -25.4% | 386,737 | -5.8% | 0.02% | -23.1% |
| Q4 2021 | $13,505,000 | +17.7% | 410,416 | +10.7% | 0.03% | +8.3% |
| Q3 2021 | $11,470,000 | -4.9% | 370,758 | -1.8% | 0.02% | -7.7% |
| Q2 2021 | $12,063,000 | +4.5% | 377,636 | +2.1% | 0.03% | -7.1% |
| Q1 2021 | $11,544,000 | +19.7% | 369,852 | +2.0% | 0.03% | +7.7% |
| Q4 2020 | $9,643,000 | +31.7% | 362,464 | +4.4% | 0.03% | +18.2% |
| Q3 2020 | $7,321,000 | +12.5% | 347,113 | +13.0% | 0.02% | 0.0% |
| Q2 2020 | $6,507,000 | +24.1% | 307,244 | -7.2% | 0.02% | +4.8% |
| Q1 2020 | $5,242,000 | – | 331,078 | – | 0.02% | – |
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% |