WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,521 | -3.2% | 35,905 | -1.2% | 0.07% | -5.5% |
| Q2 2023 | $1,046,229 | -7.9% | 36,340 | -8.6% | 0.07% | -15.1% |
| Q1 2023 | $1,135,974 | -2.8% | 39,775 | -3.2% | 0.09% | -13.1% |
| Q4 2022 | $1,168,457 | +5.3% | 41,085 | -4.7% | 0.10% | -3.9% |
| Q3 2022 | $1,110,000 | -10.7% | 43,130 | -2.1% | 0.10% | -5.5% |
| Q2 2022 | $1,243,000 | -17.9% | 44,045 | -7.3% | 0.11% | -6.0% |
| Q1 2022 | $1,514,000 | -10.3% | 47,517 | -7.5% | 0.12% | -11.5% |
| Q4 2021 | $1,688,000 | -6.0% | 51,374 | -11.8% | 0.13% | -16.6% |
| Q3 2021 | $1,796,000 | -19.3% | 58,255 | -16.6% | 0.16% | -19.9% |
| Q2 2021 | $2,226,000 | +1.9% | 69,812 | -15.0% | 0.20% | -15.5% |
| Q4 2020 | $2,185,000 | -7.5% | 82,136 | -26.7% | 0.23% | -11.1% |
| Q3 2020 | $2,362,000 | -17.1% | 112,035 | -16.7% | 0.26% | -26.3% |
| Q2 2020 | $2,849,000 | +1.6% | 134,500 | -13.6% | 0.35% | -15.5% |
| Q1 2020 | $2,805,000 | -83.2% | 155,680 | -73.3% | 0.42% | -77.2% |
| Q4 2019 | $16,726,000 | +2.5% | 583,196 | -2.2% | 1.84% | -8.5% |
| Q3 2019 | $16,321,000 | +1.3% | 596,292 | +0.4% | 2.01% | +1.2% |
| Q2 2019 | $16,104,000 | – | 594,026 | – | 1.99% | – |
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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% |