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% | – |
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% |