WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,009,053 | -3.3% | 142,165 | -1.2% | 0.42% | -5.2% |
Q2 2023 | $4,144,580 | -2.8% | 143,959 | -3.5% | 0.44% | -13.2% |
Q1 2023 | $4,261,923 | +0.0% | 149,227 | -0.4% | 0.51% | -5.9% |
Q4 2022 | $4,260,340 | +10.6% | 149,801 | +0.1% | 0.54% | -6.4% |
Q3 2022 | $3,851,000 | -9.8% | 149,613 | -1.1% | 0.58% | -12.6% |
Q2 2022 | $4,269,000 | -12.5% | 151,280 | -1.2% | 0.66% | -6.8% |
Q1 2022 | $4,880,000 | -4.3% | 153,122 | -1.3% | 0.71% | -1.9% |
Q4 2021 | $5,099,000 | +5.2% | 155,176 | -1.3% | 0.72% | -4.2% |
Q3 2021 | $4,845,000 | -6.4% | 157,146 | -3.1% | 0.75% | -7.1% |
Q2 2021 | $5,174,000 | +0.6% | 162,253 | -1.7% | 0.81% | -7.0% |
Q1 2021 | $5,143,000 | +8.0% | 165,119 | -7.7% | 0.87% | -1.1% |
Q4 2020 | $4,761,000 | +12.8% | 178,984 | -10.6% | 0.88% | +0.5% |
Q3 2020 | $4,222,000 | -14.5% | 200,303 | -14.1% | 0.88% | -17.3% |
Q2 2020 | $4,936,000 | -26.1% | 233,049 | -37.1% | 1.06% | -38.1% |
Q1 2020 | $6,678,000 | -38.3% | 370,598 | -1.8% | 1.72% | -20.0% |
Q4 2019 | $10,823,000 | -3.3% | 377,364 | -7.7% | 2.15% | -5.1% |
Q3 2019 | $11,191,000 | -1.3% | 408,865 | -2.3% | 2.26% | -1.3% |
Q2 2019 | $11,342,000 | -2.2% | 418,359 | -0.6% | 2.29% | -4.0% |
Q1 2019 | $11,597,000 | +11.3% | 421,085 | -0.9% | 2.39% | -0.8% |
Q4 2018 | $10,422,000 | – | 424,853 | – | 2.41% | – |
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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% |