WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36 | -2.7% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37 | 0.0% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $37 | +2.8% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36 | -99.9% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $33,000 | -10.8% | 1,298 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $37,000 | -9.8% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $41,000 | -4.7% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +7.5% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $40,000 | -11.1% | 1,298 | -7.2% | 0.01% | -14.3% |
| Q2 2021 | $45,000 | +2.3% | 1,398 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +18.9% | 1,398 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +27.6% | 1,398 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $29,000 | -3.3% | 1,398 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $30,000 | -40.0% | 1,398 | -50.0% | 0.01% | +16.7% |
| Q1 2020 | $50,000 | – | 2,796 | – | 0.01% | – |
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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% |