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 | $1,444,537 | -2.0% | 51,225 | +0.1% | 0.68% | +1.3% |
| Q2 2023 | $1,473,662 | +0.1% | 51,187 | -0.7% | 0.67% | -5.9% |
| Q1 2023 | $1,472,486 | +1.1% | 51,558 | +0.6% | 0.71% | -4.7% |
| Q4 2022 | $1,456,907 | +12.9% | 51,227 | +2.1% | 0.75% | +3.6% |
| Q3 2022 | $1,291,000 | -4.7% | 50,159 | +4.5% | 0.72% | -0.1% |
| Q2 2022 | $1,355,000 | -9.9% | 47,999 | +1.7% | 0.72% | +4.6% |
| Q1 2022 | $1,504,000 | -2.2% | 47,193 | +0.8% | 0.69% | +3.0% |
| Q4 2021 | $1,538,000 | +6.7% | 46,806 | +0.1% | 0.67% | -4.0% |
| Q3 2021 | $1,442,000 | -2.4% | 46,765 | +0.9% | 0.70% | -2.2% |
| Q2 2021 | $1,478,000 | +0.1% | 46,334 | -2.3% | 0.71% | -6.3% |
| Q1 2021 | $1,477,000 | +12.3% | 47,430 | -4.1% | 0.76% | +10.6% |
| Q4 2020 | $1,315,000 | +20.4% | 49,438 | -4.6% | 0.69% | +9.4% |
| Q3 2020 | $1,092,000 | -5.5% | 51,831 | -5.0% | 0.63% | -16.0% |
| Q2 2020 | $1,155,000 | +10.2% | 54,533 | -6.3% | 0.75% | -9.6% |
| Q1 2020 | $1,048,000 | -36.2% | 58,197 | +1.6% | 0.83% | -10.2% |
| Q4 2019 | $1,642,000 | +10.6% | 57,273 | +5.5% | 0.92% | -5.9% |
| Q3 2019 | $1,485,000 | +1.2% | 54,272 | +0.2% | 0.98% | -2.0% |
| Q2 2019 | $1,468,000 | +5.3% | 54,181 | +7.0% | 1.00% | -0.3% |
| Q1 2019 | $1,394,000 | +14.1% | 50,636 | +1.6% | 1.00% | -2.0% |
| Q4 2018 | $1,222,000 | – | 49,834 | – | 1.02% | – |
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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% |