WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184 | -2.1% | 42 | 0.0% | 0.00% | – |
| Q2 2023 | $1,209 | +0.8% | 42 | 0.0% | 0.00% | – |
| Q1 2023 | $1,200 | +0.5% | 42 | 0.0% | 0.00% | – |
| Q4 2022 | $1,194 | +19.4% | 42 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -90.0% | 42 | -87.7% | 0.00% | -83.3% |
| Q4 2019 | $10,000 | -23.1% | 342 | -25.8% | 0.01% | -25.0% |
| Q3 2019 | $13,000 | -94.7% | 461 | -94.9% | 0.01% | -94.6% |
| Q2 2019 | $247,000 | -4.6% | 9,120 | -3.0% | 0.15% | -13.4% |
| Q1 2019 | $259,000 | +15.1% | 9,404 | +2.5% | 0.17% | +1.8% |
| Q4 2018 | $225,000 | -50.5% | 9,178 | -40.1% | 0.17% | -41.3% |
| Q3 2018 | $455,000 | +203.3% | 15,326 | +203.4% | 0.29% | +176.9% |
| Q2 2018 | $150,000 | -6.2% | 5,052 | -15.1% | 0.10% | -11.1% |
| Q1 2018 | $160,000 | +107.8% | 5,952 | +124.4% | 0.12% | +98.3% |
| Q4 2017 | $77,000 | – | 2,652 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |