WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,573 | -33.9% | 1,808 | -30.6% | 0.00% | -50.0% |
| Q2 2023 | $75,021 | +7.9% | 2,606 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $69,509 | +3.3% | 2,564 | +8.4% | 0.00% | -20.0% |
| Q4 2022 | $67,297 | -2.5% | 2,366 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $69,000 | -14.8% | 2,364 | -18.0% | 0.01% | -28.6% |
| Q2 2022 | $81,000 | -4.7% | 2,882 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $85,000 | +16.4% | 2,879 | +22.1% | 0.01% | 0.0% |
| Q3 2021 | $73,000 | -20.7% | 2,357 | -18.7% | 0.01% | -22.2% |
| Q2 2021 | $92,000 | +2.2% | 2,899 | +0.2% | 0.01% | -18.2% |
| Q1 2021 | $90,000 | -1.1% | 2,893 | -15.2% | 0.01% | 0.0% |
| Q4 2020 | $91,000 | +2.2% | 3,411 | -18.8% | 0.01% | -15.4% |
| Q3 2020 | $89,000 | -45.7% | 4,203 | -45.6% | 0.01% | -50.0% |
| Q2 2020 | $164,000 | +18.0% | 7,724 | +0.2% | 0.03% | 0.0% |
| Q1 2020 | $139,000 | -70.4% | 7,707 | -52.8% | 0.03% | -63.9% |
| Q4 2019 | $469,000 | -5.8% | 16,340 | -10.3% | 0.07% | -12.2% |
| Q3 2019 | $498,000 | -0.2% | 18,209 | -1.1% | 0.08% | -14.6% |
| Q2 2019 | $499,000 | +141.1% | 18,412 | +145.4% | 0.10% | +92.0% |
| Q1 2019 | $207,000 | +11.3% | 7,503 | -1.0% | 0.05% | +4.2% |
| Q4 2018 | $186,000 | -39.2% | 7,582 | -26.4% | 0.05% | -30.4% |
| Q3 2018 | $306,000 | +9.7% | 10,297 | +9.4% | 0.07% | -2.8% |
| Q2 2018 | $279,000 | +224.4% | 9,409 | +199.2% | 0.07% | +195.8% |
| Q1 2018 | $86,000 | -7.5% | 3,145 | -1.5% | 0.02% | -7.7% |
| Q4 2017 | $93,000 | +6.9% | 3,193 | +207.0% | 0.03% | -27.8% |
| Q3 2017 | $87,000 | +3.6% | 1,040 | 0.0% | 0.04% | -10.0% |
| Q2 2017 | $84,000 | +55.6% | 1,040 | +55.2% | 0.04% | +33.3% |
| Q1 2017 | $54,000 | -3.6% | 670 | -0.4% | 0.03% | -21.1% |
| Q4 2016 | $56,000 | – | 673 | – | 0.04% | – |
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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% |