WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $584,920 | +103.8% | 20,567 | +116.4% | 0.04% | +120.0% |
| Q4 2020 | $287,000 | +39.3% | 9,502 | +32.6% | 0.02% | -9.1% |
| Q4 2019 | $206,000 | +1.5% | 7,167 | -4.1% | 0.02% | -8.3% |
| Q2 2019 | $203,000 | -63.7% | 7,473 | -63.2% | 0.02% | -65.7% |
| Q1 2019 | $559,000 | -0.2% | 20,293 | -11.2% | 0.07% | -7.9% |
| Q4 2018 | $560,000 | -19.9% | 22,840 | -3.0% | 0.08% | -2.6% |
| Q3 2018 | $699,000 | -2.1% | 23,548 | -2.0% | 0.08% | -9.3% |
| Q2 2018 | $714,000 | +167.4% | 24,027 | +146.6% | 0.09% | +145.7% |
| Q1 2018 | $267,000 | -28.2% | 9,742 | -24.0% | 0.04% | -31.4% |
| Q4 2017 | $372,000 | – | 12,812 | – | 0.05% | – |
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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% |