WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,118 | +8.8% | 11,990 | +11.1% | 0.07% | +6.3% |
| Q2 2023 | $310,644 | +11.1% | 10,790 | +10.2% | 0.06% | +8.6% |
| Q1 2023 | $279,602 | +6.7% | 9,790 | +5.4% | 0.06% | -4.9% |
| Q2 2022 | $262,000 | -20.1% | 9,290 | -9.7% | 0.06% | -6.2% |
| Q1 2022 | $328,000 | -10.4% | 10,290 | -7.7% | 0.06% | -5.8% |
| Q4 2021 | $366,000 | -3.2% | 11,152 | -9.0% | 0.07% | -10.4% |
| Q3 2021 | $378,000 | -3.3% | 12,252 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $391,000 | -5.3% | 12,252 | -7.5% | 0.08% | -10.1% |
| Q1 2021 | $413,000 | +11.3% | 13,252 | -5.1% | 0.09% | -3.3% |
| Q4 2020 | $371,000 | – | 13,959 | +0.1% | 0.09% | – |
| Q3 2020 | $0 | -100.0% | 13,952 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $296,000 | +11.3% | 13,952 | -5.4% | 0.09% | -8.3% |
| Q1 2020 | $266,000 | -47.7% | 14,752 | -16.9% | 0.10% | -34.2% |
| Q4 2019 | $509,000 | +42.6% | 17,752 | +36.0% | 0.15% | +2.8% |
| Q3 2019 | $357,000 | – | 13,052 | – | 0.14% | – |
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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% |