WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,824 | -3.1% | 39,781 | 0.0% | 0.52% | -3.7% |
| Q2 2023 | $1,158,025 | +1.9% | 39,781 | 0.0% | 0.54% | -2.9% |
| Q1 2023 | $1,136,145 | +0.4% | 39,781 | 0.0% | 0.56% | -4.1% |
| Q4 2022 | $1,131,372 | +10.5% | 39,781 | 0.0% | 0.58% | +0.2% |
| Q3 2022 | $1,024,000 | -8.8% | 39,781 | 0.0% | 0.58% | -4.7% |
| Q2 2022 | $1,123,000 | -11.4% | 39,781 | 0.0% | 0.61% | +0.5% |
| Q1 2022 | $1,268,000 | -5.4% | 39,781 | -2.5% | 0.61% | +3.6% |
| Q4 2021 | $1,340,000 | +6.6% | 40,781 | 0.0% | 0.59% | +3.3% |
| Q3 2021 | $1,257,000 | -3.4% | 40,781 | 0.0% | 0.57% | +6.3% |
| Q2 2021 | $1,301,000 | +19.9% | 40,781 | 0.0% | 0.54% | +1.1% |
| Q4 2020 | $1,085,000 | +26.2% | 40,781 | 0.0% | 0.53% | +0.6% |
| Q3 2020 | $860,000 | -0.5% | 40,781 | 0.0% | 0.53% | -13.0% |
| Q2 2020 | $864,000 | +118.7% | 40,781 | +86.1% | 0.61% | +68.3% |
| Q1 2020 | $395,000 | – | 21,918 | – | 0.36% | – |
Download | ||||||
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% |