WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,634 | -2.0% | 1,370 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $39,442 | +0.8% | 1,370 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $39,127 | +27847.9% | 1,370 | -72.2% | 0.02% | -73.0% |
| Q4 2022 | $140 | -99.9% | 4,935 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $127,000 | -8.6% | 4,935 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $139,000 | -11.5% | 4,935 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $157,000 | -3.1% | 4,935 | 0.0% | 0.06% | -6.1% |
| Q4 2021 | $162,000 | +6.6% | 4,935 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $152,000 | -3.2% | 4,935 | 0.0% | 0.07% | -5.7% |
| Q2 2021 | $157,000 | +1.9% | 4,935 | 0.0% | 0.07% | -6.7% |
| Q1 2021 | $154,000 | +17.6% | 4,935 | 0.0% | 0.08% | +10.3% |
| Q4 2020 | $131,000 | +26.0% | 4,935 | 0.0% | 0.07% | +15.3% |
| Q3 2020 | $104,000 | -1.0% | 4,935 | 0.0% | 0.06% | -13.2% |
| Q2 2020 | $105,000 | -11.0% | 4,935 | -24.4% | 0.07% | -26.9% |
| Q1 2020 | $118,000 | -36.9% | 6,525 | 0.0% | 0.09% | -23.1% |
| Q4 2019 | $187,000 | +4.5% | 6,525 | 0.0% | 0.12% | -4.7% |
| Q3 2019 | $179,000 | – | 6,525 | – | 0.13% | – |
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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% |