WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 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% | – |
Download | ||||||
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% |