WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,654,149 | -2.5% | 94,118 | -0.5% | 0.01% | -9.1% |
| Q2 2023 | $2,722,497 | +113195.8% | 94,563 | +12.4% | 0.01% | +10.0% |
| Q1 2023 | $2,403 | +0.6% | 84,165 | +0.2% | 0.01% | -16.7% |
| Q4 2022 | $2,389 | -99.9% | 84,031 | -12.7% | 0.01% | -7.7% |
| Q3 2022 | $2,477,000 | +0.8% | 96,256 | +10.5% | 0.01% | 0.0% |
| Q2 2022 | $2,457,000 | -10.2% | 87,071 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $2,736,000 | +12.7% | 85,867 | +16.2% | 0.01% | +18.2% |
| Q4 2021 | $2,428,000 | +21.8% | 73,905 | +14.3% | 0.01% | +10.0% |
| Q3 2021 | $1,993,000 | +50.9% | 64,647 | +56.0% | 0.01% | +42.9% |
| Q2 2021 | $1,321,000 | +165.3% | 41,450 | +159.2% | 0.01% | +133.3% |
| Q1 2021 | $498,000 | +18.0% | 15,991 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $422,000 | +12.2% | 15,877 | -11.2% | 0.00% | -25.0% |
| Q3 2020 | $376,000 | +14.3% | 17,871 | +15.0% | 0.00% | +33.3% |
| Q2 2020 | $329,000 | +75.0% | 15,546 | +49.4% | 0.00% | +50.0% |
| Q1 2020 | $188,000 | – | 10,407 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |