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 | $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. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |