WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 224 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $20,000 | -4.8% | 633 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $21,000 | -36.4% | 633 | -40.6% | 0.00% | -42.9% |
| Q3 2021 | $33,000 | -2.9% | 1,065 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $34,000 | +3.0% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +175.0% | 1,065 | +146.5% | 0.01% | +300.0% |
| Q4 2020 | $12,000 | -57.1% | 432 | -67.6% | 0.00% | -66.7% |
| Q3 2020 | $28,000 | -15.2% | 1,332 | -14.0% | 0.01% | -14.3% |
| Q2 2020 | $33,000 | +17.9% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $28,000 | -69.2% | 1,548 | -51.2% | 0.01% | -63.2% |
| Q4 2019 | $91,000 | +75.0% | 3,173 | +67.2% | 0.02% | +111.1% |
| Q3 2019 | $52,000 | -43.5% | 1,898 | -38.6% | 0.01% | -57.1% |
| Q2 2019 | $92,000 | +58.6% | 3,089 | +46.3% | 0.02% | +90.9% |
| Q1 2019 | $58,000 | +11.5% | 2,111 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $52,000 | -38.1% | 2,111 | -25.4% | 0.01% | -35.3% |
| Q3 2018 | $84,000 | -7.7% | 2,831 | -8.4% | 0.02% | -15.0% |
| Q2 2018 | $91,000 | +4.6% | 3,089 | -2.6% | 0.02% | +5.3% |
| Q1 2018 | $87,000 | -26.9% | 3,171 | +1959.1% | 0.02% | -32.1% |
| Q4 2017 | $119,000 | – | 154 | – | 0.03% | – |
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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% |