WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 240 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,446,816 | -2.6% | 122,228 | -0.6% | 0.16% | 0.0% |
| Q2 2023 | $3,539,803 | -1.9% | 122,953 | -2.7% | 0.16% | +1.9% |
| Q1 2023 | $3,607,164 | +2.7% | 126,301 | +2.3% | 0.16% | -7.7% |
| Q4 2022 | $3,512,950 | +22.6% | 123,521 | +11.0% | 0.17% | +3.1% |
| Q3 2022 | $2,865,000 | -12.9% | 111,300 | -4.5% | 0.16% | -18.1% |
| Q2 2022 | $3,290,000 | +54.0% | 116,589 | +73.9% | 0.20% | +53.1% |
| Q1 2022 | $2,137,000 | +50.6% | 67,038 | +55.2% | 0.13% | +52.9% |
| Q4 2021 | $1,419,000 | -33.8% | 43,184 | -37.9% | 0.08% | -39.3% |
| Q3 2021 | $2,145,000 | -9.0% | 69,586 | -5.8% | 0.14% | -11.4% |
| Q2 2021 | $2,356,000 | +11.3% | 73,883 | +8.7% | 0.16% | +3.3% |
| Q1 2021 | $2,117,000 | +18.3% | 67,954 | +1.0% | 0.15% | -3.8% |
| Q4 2020 | $1,789,000 | +15.8% | 67,265 | -8.3% | 0.16% | -5.9% |
| Q3 2020 | $1,545,000 | -10.8% | 73,314 | -10.4% | 0.17% | -21.8% |
| Q2 2020 | $1,733,000 | +33.5% | 81,825 | +13.6% | 0.22% | +13.7% |
| Q1 2020 | $1,298,000 | -26.4% | 72,029 | +17.2% | 0.19% | -15.2% |
| Q4 2019 | $1,763,000 | +7.0% | 61,457 | +2.2% | 0.22% | -6.3% |
| Q3 2019 | $1,647,000 | +9.8% | 60,158 | +8.7% | 0.24% | +0.4% |
| Q2 2019 | $1,500,000 | +2.5% | 55,337 | +4.1% | 0.24% | -4.8% |
| Q1 2019 | $1,463,000 | +26.8% | 53,140 | +13.0% | 0.25% | +11.6% |
| Q4 2018 | $1,154,000 | -16.5% | 47,046 | +1.1% | 0.22% | -11.8% |
| Q3 2018 | $1,382,000 | +3.5% | 46,526 | +3.3% | 0.25% | -3.1% |
| Q2 2018 | $1,335,000 | +12.2% | 45,029 | +3.7% | 0.26% | -2.6% |
| Q1 2018 | $1,190,000 | -4.4% | 43,439 | +1.3% | 0.27% | -15.9% |
| Q4 2017 | $1,245,000 | +10.6% | 42,862 | +219.8% | 0.32% | -4.5% |
| Q3 2017 | $1,126,000 | +815.4% | 13,402 | +683.7% | 0.34% | +285.1% |
| Q2 2016 | $123,000 | – | 1,710 | – | 0.09% | – |
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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% |