WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,171 | -99.9% | 111,502 | 0.0% | 1.33% | -1.7% |
| Q3 2022 | $2,870,000 | -10.3% | 111,502 | -1.7% | 1.35% | -5.1% |
| Q2 2022 | $3,201,000 | -12.0% | 113,446 | -0.6% | 1.42% | -5.6% |
| Q1 2022 | $3,637,000 | -3.0% | 114,123 | -0.0% | 1.51% | +11.9% |
| Q4 2021 | $3,751,000 | +0.8% | 114,150 | -5.4% | 1.35% | -14.7% |
| Q3 2021 | $3,720,000 | -1.4% | 120,673 | -0.3% | 1.58% | -11.8% |
| Q1 2021 | $3,771,000 | +17.1% | 121,063 | +0.0% | 1.79% | +7.1% |
| Q4 2020 | $3,220,000 | +25.8% | 121,037 | -0.3% | 1.67% | +15.5% |
| Q3 2020 | $2,560,000 | -10.7% | 121,426 | -10.3% | 1.45% | -15.7% |
| Q2 2020 | $2,866,000 | +17.4% | 135,313 | -0.1% | 1.72% | +0.4% |
| Q1 2020 | $2,442,000 | -37.5% | 135,492 | -0.5% | 1.71% | -34.3% |
| Q4 2019 | $3,906,000 | – | 136,192 | – | 2.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |