WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,088 | +5.9% | 10,606 | +8.1% | 0.03% | -3.0% |
| Q2 2023 | $282,345 | +0.8% | 9,807 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $280,089 | +0.4% | 9,807 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $278,913 | +10.7% | 9,807 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $252,000 | -8.4% | 9,807 | +0.8% | 0.04% | -2.8% |
| Q2 2022 | $275,000 | -11.6% | 9,731 | -0.3% | 0.04% | +2.9% |
| Q1 2022 | $311,000 | -2.8% | 9,759 | +0.3% | 0.04% | -7.9% |
| Q4 2021 | $320,000 | -0.3% | 9,731 | -6.6% | 0.04% | -9.5% |
| Q3 2021 | $321,000 | – | 10,419 | – | 0.04% | – |
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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% |