WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115,737 | -8.9% | 41,433 | +2.6% | 0.36% | +0.3% |
| Q2 2023 | $1,224,251 | +6.4% | 40,391 | +0.3% | 0.36% | -3.2% |
| Q1 2023 | $1,150,340 | -6.8% | 40,278 | 0.0% | 0.38% | -11.3% |
| Q4 2022 | $1,234,118 | +3.5% | 40,278 | -2.5% | 0.42% | -6.6% |
| Q3 2022 | $1,192,000 | +4.7% | 41,323 | +2.4% | 0.45% | -1.3% |
| Q2 2022 | $1,138,000 | -7.4% | 40,342 | +2.2% | 0.46% | +5.7% |
| Q1 2022 | $1,229,000 | -9.5% | 39,484 | -4.4% | 0.44% | -19.1% |
| Q4 2021 | $1,358,000 | +9.4% | 41,314 | +2.6% | 0.54% | -10.3% |
| Q3 2021 | $1,241,000 | +2.4% | 40,269 | +5.9% | 0.60% | +4.7% |
| Q2 2021 | $1,212,000 | +16.3% | 38,014 | +14.8% | 0.57% | +9.4% |
| Q1 2021 | $1,042,000 | +36.2% | 33,114 | +15.2% | 0.52% | -3.3% |
| Q4 2020 | $765,000 | – | 28,755 | – | 0.54% | – |
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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% |