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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $23,000 | -4.2% | 717 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $24,000 | +9.1% | 717 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $22,000 | -4.3% | 717 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $23,000 | +4.5% | 717 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $22,000 | +15.8% | 717 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | -9.5% | 717 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $21,000 | +5.0% | 717 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $20,000 | +5.3% | 717 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $19,000 | -5.0% | 717 | 0.0% | 0.01% | -33.3% |
| Q1 2019 | $20,000 | – | 717 | – | 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% |