WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,671,318 | +0.8% | 58,052 | +0.0% | 0.40% | -5.9% |
| Q1 2023 | $1,657,889 | +0.4% | 58,049 | +0.0% | 0.42% | -13.6% |
| Q4 2022 | $1,650,885 | +10.5% | 58,048 | +0.0% | 0.49% | +4.7% |
| Q3 2022 | $1,494,000 | -8.8% | 58,044 | +0.0% | 0.47% | +5.6% |
| Q2 2022 | $1,638,000 | -11.5% | 58,042 | +0.0% | 0.44% | +5.5% |
| Q1 2022 | $1,850,000 | -3.5% | 58,039 | -0.5% | 0.42% | +4.2% |
| Q4 2021 | $1,918,000 | +4.6% | 58,354 | -1.9% | 0.40% | -5.6% |
| Q3 2021 | $1,834,000 | -3.3% | 59,476 | +0.0% | 0.43% | +13.8% |
| Q2 2021 | $1,897,000 | +1.1% | 59,474 | -1.3% | 0.38% | -7.8% |
| Q1 2021 | $1,876,000 | +14.3% | 60,237 | -2.3% | 0.41% | +3.6% |
| Q4 2020 | $1,641,000 | +25.2% | 61,676 | -0.8% | 0.39% | +2.6% |
| Q3 2020 | $1,311,000 | -1.9% | 62,173 | -1.5% | 0.38% | -11.7% |
| Q2 2020 | $1,337,000 | +14.5% | 63,102 | -2.6% | 0.44% | -29.5% |
| Q1 2020 | $1,168,000 | +10.1% | 64,802 | +69.9% | 0.62% | -30.2% |
| Q4 2019 | $1,061,000 | -42.5% | 38,146 | -43.5% | 0.88% | -22.1% |
| Q3 2019 | $1,846,000 | +0.4% | 67,456 | -0.6% | 1.14% | +19.5% |
| Q2 2019 | $1,839,000 | -1.6% | 67,841 | 0.0% | 0.95% | +2.6% |
| Q1 2019 | $1,868,000 | +10.6% | 67,841 | -1.5% | 0.93% | -1.8% |
| Q4 2018 | $1,689,000 | -21.9% | 68,841 | -5.4% | 0.94% | -13.0% |
| Q3 2018 | $2,162,000 | +0.2% | 72,754 | 0.0% | 1.08% | -9.6% |
| Q2 2018 | $2,157,000 | +3.6% | 72,754 | -4.3% | 1.20% | -0.7% |
| Q1 2018 | $2,083,000 | -8.0% | 76,026 | -2.5% | 1.21% | -4.9% |
| Q4 2017 | $2,265,000 | +7.0% | 77,976 | +209.5% | 1.27% | -1.8% |
| Q3 2017 | $2,117,000 | +27.2% | 25,192 | +21.8% | 1.29% | +20.9% |
| Q2 2017 | $1,664,000 | +22.8% | 20,677 | +23.0% | 1.07% | +31.5% |
| Q1 2017 | $1,355,000 | +31.4% | 16,812 | +34.9% | 0.81% | +22.3% |
| Q4 2016 | $1,031,000 | +132.7% | 12,464 | +111.4% | 0.66% | +110.4% |
| Q3 2016 | $443,000 | +67.2% | 5,895 | +59.3% | 0.32% | +62.1% |
| Q2 2016 | $265,000 | – | 3,700 | – | 0.20% | – |
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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% |