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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $62,538 | +14.1% | 1,944 | 0.0% | 0.02% | +11.8% |
| Q3 2023 | $54,821 | -2.0% | 1,944 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $55,968 | +0.8% | 1,944 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $55,521 | +0.4% | 1,944 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $55,287 | +10.6% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $50,000 | -9.1% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $55,000 | -11.3% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $62,000 | -3.1% | 1,944 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $64,000 | +6.7% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $60,000 | -3.2% | 1,944 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $62,000 | +1.6% | 1,944 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $61,000 | +19.6% | 1,944 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $51,000 | +27.5% | 1,944 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $40,000 | -2.4% | 1,944 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $41,000 | +17.1% | 1,944 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $35,000 | -40.7% | 1,944 | -5.8% | 0.02% | -40.0% |
| Q4 2019 | $59,000 | +11.3% | 2,064 | +6.2% | 0.03% | +20.0% |
| Q3 2019 | $53,000 | +1.9% | 1,944 | 0.0% | 0.02% | +4.2% |
| Q2 2019 | $52,000 | -50.9% | 1,944 | -2.7% | 0.02% | +4.3% |
| Q1 2019 | $106,000 | +125.5% | 1,997 | +2.7% | 0.02% | +4.5% |
| Q4 2018 | $47,000 | – | 1,944 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |