WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,274 | -2.0% | 7,740 | +0.0% | 0.14% | -4.2% |
| Q2 2023 | $222,740 | +1.1% | 7,737 | -0.2% | 0.14% | -1.4% |
| Q1 2023 | $220,422 | -0.0% | 7,753 | +0.0% | 0.15% | +1.4% |
| Q4 2022 | $220,432 | +10.8% | 7,751 | +0.1% | 0.14% | +12.5% |
| Q3 2022 | $199,000 | -8.7% | 7,746 | +0.0% | 0.13% | -3.8% |
| Q2 2022 | $218,000 | -11.7% | 7,743 | +0.0% | 0.13% | -0.7% |
| Q1 2022 | $247,000 | -2.8% | 7,740 | +0.0% | 0.13% | +2.3% |
| Q4 2021 | $254,000 | +6.7% | 7,738 | +0.1% | 0.13% | -2.2% |
| Q3 2021 | $238,000 | -6.3% | 7,734 | -2.9% | 0.13% | -9.5% |
| Q2 2021 | $254,000 | +2.4% | 7,969 | +0.0% | 0.15% | -3.9% |
| Q1 2021 | $248,000 | -9.5% | 7,966 | -22.6% | 0.15% | -14.0% |
| Q4 2020 | $274,000 | -76.7% | 10,296 | -81.6% | 0.18% | -78.2% |
| Q3 2020 | $1,178,000 | -41.3% | 55,891 | -41.0% | 0.82% | -42.6% |
| Q2 2020 | $2,007,000 | +6.7% | 94,772 | -9.2% | 1.43% | +5.5% |
| Q1 2020 | $1,881,000 | -37.6% | 104,393 | -0.6% | 1.36% | -29.6% |
| Q4 2019 | $3,013,000 | – | 105,060 | – | 1.92% | – |
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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% |