WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,724,515 | +0.1% | 132,075 | +2.2% | 0.39% | +2.9% |
| Q2 2023 | $3,720,042 | -2.8% | 129,213 | -3.6% | 0.38% | -6.2% |
| Q1 2023 | $3,828,468 | +0.4% | 134,050 | 0.0% | 0.40% | -3.4% |
| Q4 2022 | $3,812,382 | +10.5% | 134,050 | 0.0% | 0.41% | +7.3% |
| Q3 2022 | $3,450,000 | -15.4% | 134,050 | -4.3% | 0.39% | -4.0% |
| Q2 2022 | $4,078,000 | -8.7% | 140,100 | 0.0% | 0.40% | -3.8% |
| Q1 2022 | $4,465,000 | -4.4% | 140,100 | 0.0% | 0.42% | -0.9% |
| Q4 2021 | $4,672,000 | +4.8% | 140,100 | 0.0% | 0.42% | +6.6% |
| Q3 2021 | $4,459,000 | -0.2% | 140,100 | 0.0% | 0.40% | -11.6% |
| Q2 2021 | $4,468,000 | +2.4% | 140,100 | 0.0% | 0.45% | -9.3% |
| Q1 2021 | $4,364,000 | +17.1% | 140,100 | 0.0% | 0.49% | +0.2% |
| Q4 2020 | $3,727,000 | +23.0% | 140,100 | 0.0% | 0.49% | +6.5% |
| Q3 2020 | $3,030,000 | +1.7% | 140,100 | -1.0% | 0.46% | -8.1% |
| Q2 2020 | $2,980,000 | – | 141,566 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |