WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $668,000 | +1.2% | 21,658 | +4.6% | 0.37% | +1.4% |
| Q2 2021 | $660,000 | -3.1% | 20,702 | -5.3% | 0.37% | -10.4% |
| Q1 2021 | $681,000 | +5.7% | 21,865 | -9.7% | 0.41% | -4.4% |
| Q4 2020 | $644,000 | +22.4% | 24,210 | -3.0% | 0.43% | +7.5% |
| Q3 2020 | $526,000 | +0.2% | 24,971 | +0.8% | 0.40% | -7.6% |
| Q2 2020 | $525,000 | +30.0% | 24,779 | +10.6% | 0.43% | +8.0% |
| Q1 2020 | $404,000 | -34.0% | 22,399 | +4.9% | 0.40% | -14.3% |
| Q4 2019 | $612,000 | -5.3% | 21,344 | -9.6% | 0.47% | -9.8% |
| Q3 2019 | $646,000 | -14.3% | 23,616 | -15.1% | 0.52% | -14.8% |
| Q2 2019 | $754,000 | -12.1% | 27,821 | -10.7% | 0.61% | -17.9% |
| Q1 2019 | $858,000 | +24.0% | 31,157 | +10.4% | 0.74% | -8.4% |
| Q4 2018 | $692,000 | -24.0% | 28,212 | -7.9% | 0.81% | -12.3% |
| Q3 2018 | $910,000 | -12.3% | 30,619 | -12.6% | 0.92% | -3.2% |
| Q2 2018 | $1,038,000 | -8.6% | 35,024 | -15.5% | 0.96% | -11.4% |
| Q1 2018 | $1,136,000 | -1.9% | 41,459 | +4.0% | 1.08% | -2.6% |
| Q4 2017 | $1,158,000 | – | 39,859 | – | 1.11% | – |
Download | ||||||
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% |