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 | $4,386,059 | +2.5% | 155,534 | +4.7% | 2.61% | +5.0% |
| Q2 2023 | $4,277,733 | -0.3% | 148,584 | -1.1% | 2.48% | -6.4% |
| Q1 2023 | $4,292,111 | +5.1% | 150,284 | +4.6% | 2.65% | -4.9% |
| Q4 2022 | $4,085,520 | +10.4% | 143,654 | -0.1% | 2.79% | +9.5% |
| Q3 2022 | $3,700,000 | -10.5% | 143,749 | -1.9% | 2.55% | -13.5% |
| Q2 2022 | $4,136,000 | -7.0% | 146,554 | +5.0% | 2.94% | +4.3% |
| Q1 2022 | $4,449,000 | +1.1% | 139,584 | +4.2% | 2.82% | +4.5% |
| Q4 2021 | $4,401,000 | +6.8% | 133,929 | +0.2% | 2.70% | -0.1% |
| Q3 2021 | $4,122,000 | -20.5% | 133,689 | -17.7% | 2.70% | -15.2% |
| Q2 2021 | $5,182,000 | -2.7% | 162,508 | -5.0% | 3.19% | -7.4% |
| Q1 2021 | $5,328,000 | +20.7% | 171,048 | +3.1% | 3.44% | +14.1% |
| Q4 2020 | $4,413,000 | +57.2% | 165,890 | +24.5% | 3.02% | +33.3% |
| Q3 2020 | $2,808,000 | +6.4% | 133,230 | +6.9% | 2.26% | +3.6% |
| Q2 2020 | $2,638,000 | – | 124,575 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |