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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |