WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -13.3% | 927 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $30,000 | 0.0% | 927 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | +3.4% | 927 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $29,000 | -3.3% | 927 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $30,000 | +3.4% | 927 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $29,000 | +16.0% | 927 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $25,000 | +25.0% | 927 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $20,000 | 0.0% | 927 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $20,000 | +17.6% | 927 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -37.0% | 927 | 0.0% | 0.01% | -30.0% |
| Q4 2019 | $27,000 | +8.0% | 927 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 927 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $25,000 | -3.8% | 927 | 0.0% | 0.02% | -8.7% |
| Q1 2019 | $26,000 | +13.0% | 927 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $23,000 | – | 927 | – | 0.02% | – |
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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% |