WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,464 | -32.5% | 8,490 | -29.2% | 0.04% | -32.8% |
| Q1 2024 | $391,833 | +1.6% | 11,990 | 0.0% | 0.06% | -9.0% |
| Q4 2023 | $385,718 | +14.1% | 11,990 | 0.0% | 0.07% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 268,244 | $6,905,000 | 8.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 430,557 | $11,083,000 | 6.32% |
| VAUGHAN & Co SECURITIES, INC. | 266,144 | $6,851,000 | 5.91% |
| Melone Private Wealth, LLC | 121,871 | $3,275,000 | 2.86% |
| HC Advisors, LLC | 143,749 | $3,700,000 | 2.55% |
| Key FInancial Inc | 136,580 | $3,516,000 | 1.65% |
| BCS Wealth Management | 111,502 | $2,870,000 | 1.35% |
| WEST BANCORPORATION INC | 64,802 | $1,668,000 | 1.24% |
| DB Wealth Management Group, LLC | 63,579 | $1,637,000 | 1.17% |
| Private Portfolio Partners LLC | 158,792 | $4,087,313 | 1.16% |