WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 247 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,244 | -5.6% | 22,881 | -3.7% | 0.10% | -5.8% |
| Q2 2023 | $683,820 | +19.9% | 23,752 | +18.9% | 0.10% | +12.0% |
| Q1 2023 | $570,543 | -0.4% | 19,977 | -10.2% | 0.09% | -19.3% |
| Q3 2022 | $573,000 | -6.1% | 22,257 | +3.0% | 0.11% | -5.8% |
| Q2 2022 | $610,000 | -9.9% | 21,604 | +1.7% | 0.12% | +12.0% |
| Q1 2022 | $677,000 | -48.6% | 21,245 | -47.0% | 0.11% | -50.7% |
| Q4 2021 | $1,316,000 | +2250.0% | 40,053 | +2169.3% | 0.22% | +2333.3% |
| Q2 2021 | $56,000 | +1766.7% | 1,765 | +1682.8% | 0.01% | +800.0% |
| Q1 2021 | $3,000 | -93.6% | 99 | -94.0% | 0.00% | -95.7% |
| Q4 2019 | $47,000 | +4.4% | 1,637 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $45,000 | +25.0% | 1,637 | +26.6% | 0.02% | +20.0% |
| Q1 2019 | $36,000 | +12.5% | 1,293 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $32,000 | -15.8% | 1,293 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $38,000 | 0.0% | 1,293 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $38,000 | +8.6% | 1,293 | 0.0% | 0.02% | +4.5% |
| Q1 2018 | $35,000 | -35.2% | 1,293 | -29.7% | 0.02% | -33.3% |
| Q4 2017 | $54,000 | – | 1,839 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |