WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,369,820 | +453.8% | 296,803 | +465.4% | 0.42% | +436.7% |
| Q2 2023 | $1,511,397 | -13.6% | 52,497 | -14.3% | 0.08% | -21.0% |
| Q1 2023 | $1,749,188 | +0.8% | 61,246 | +0.4% | 0.10% | -8.3% |
| Q4 2022 | $1,734,557 | +12.5% | 60,990 | +1.8% | 0.11% | -6.8% |
| Q3 2022 | $1,542,000 | -10.3% | 59,894 | -1.7% | 0.12% | -23.0% |
| Q2 2022 | $1,720,000 | -4.6% | 60,933 | +7.7% | 0.15% | +10.9% |
| Q1 2022 | $1,803,000 | +19.4% | 56,564 | +23.1% | 0.14% | +23.4% |
| Q4 2021 | $1,510,000 | +6.1% | 45,955 | -0.4% | 0.11% | -4.3% |
| Q3 2021 | $1,423,000 | -9.4% | 46,157 | -6.3% | 0.12% | +16.0% |
| Q2 2021 | $1,571,000 | -1.6% | 49,269 | -3.8% | 0.10% | -13.0% |
| Q1 2021 | $1,596,000 | +11.7% | 51,232 | -4.7% | 0.12% | -3.4% |
| Q4 2020 | $1,429,000 | +29.6% | 53,738 | +2.7% | 0.12% | +7.2% |
| Q3 2020 | $1,103,000 | +10.2% | 52,345 | +10.8% | 0.11% | -19.0% |
| Q2 2020 | $1,001,000 | +42.0% | 47,243 | +20.7% | 0.14% | +34.3% |
| Q1 2020 | $705,000 | -63.5% | 39,135 | -42.0% | 0.10% | -55.5% |
| Q4 2019 | $1,934,000 | +18.9% | 67,439 | +13.4% | 0.23% | +3.6% |
| Q3 2019 | $1,627,000 | +9.1% | 59,452 | +8.1% | 0.22% | +2.3% |
| Q2 2019 | $1,491,000 | +2661.1% | 55,006 | +2616.3% | 0.22% | +1442.9% |
| Q1 2018 | $54,000 | -1.8% | 2,025 | +6.6% | 0.01% | -6.7% |
| Q4 2017 | $55,000 | +323.1% | 1,900 | +1166.7% | 0.02% | +150.0% |
| Q3 2017 | $13,000 | -69.8% | 150 | 0.0% | 0.01% | -71.4% |
| Q2 2017 | $43,000 | – | 150 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |