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 | $90,425 | -2.6% | 3,207 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $92,865 | -9.6% | 3,226 | -10.3% | 0.01% | -18.2% |
| Q1 2023 | $102,744 | +16.2% | 3,597 | +15.7% | 0.01% | 0.0% |
| Q4 2022 | $88,452 | +2.9% | 3,110 | -7.1% | 0.01% | -8.3% |
| Q3 2022 | $86,000 | -4.4% | 3,348 | +5.4% | 0.01% | -25.0% |
| Q2 2022 | $90,000 | -4.3% | 3,175 | +7.1% | 0.02% | +6.7% |
| Q1 2022 | $94,000 | -27.7% | 2,964 | -24.9% | 0.02% | -28.6% |
| Q4 2021 | $130,000 | -54.2% | 3,948 | -57.1% | 0.02% | -62.5% |
| Q3 2021 | $284,000 | -3.4% | 9,210 | +0.0% | 0.06% | -17.6% |
| Q2 2021 | $294,000 | +415.8% | 9,207 | +401.5% | 0.07% | +300.0% |
| Q1 2021 | $57,000 | +147.8% | 1,836 | +116.3% | 0.02% | +112.5% |
| Q4 2020 | $23,000 | – | 849 | – | 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% |