WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $180,000 | -13.5% | 6,385 | -2.3% | 0.13% | 0.0% |
| Q1 2022 | $208,000 | -3.3% | 6,535 | 0.0% | 0.13% | -7.3% |
| Q4 2021 | $215,000 | +7.0% | 6,535 | 0.0% | 0.14% | +15.1% |
| Q3 2021 | $201,000 | -12.2% | 6,535 | -9.0% | 0.12% | -13.1% |
| Q2 2021 | $229,000 | -3.8% | 7,185 | -5.9% | 0.14% | +29.2% |
| Q1 2021 | $238,000 | +17.2% | 7,635 | 0.0% | 0.11% | -25.4% |
| Q4 2020 | $203,000 | +16.7% | 7,635 | -7.2% | 0.14% | -9.6% |
| Q2 2020 | $174,000 | +17.6% | 8,225 | 0.0% | 0.16% | -4.8% |
| Q1 2020 | $148,000 | -42.4% | 8,225 | -8.4% | 0.16% | -29.5% |
| Q4 2019 | $257,000 | +8.9% | 8,975 | +4.1% | 0.23% | -3.7% |
| Q3 2019 | $236,000 | +0.9% | 8,625 | 0.0% | 0.24% | -0.8% |
| Q2 2019 | $234,000 | -97.2% | 8,625 | -96.3% | 0.24% | -60.4% |
| Q1 2019 | $8,325,000 | – | 235,507 | – | 0.62% | – |
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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% |