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 | $543,188 | -2.3% | 19,262 | -0.2% | 0.12% | 0.0% |
| Q2 2023 | $555,705 | +1.4% | 19,302 | +0.6% | 0.12% | -3.9% |
| Q1 2023 | $547,781 | +2.7% | 19,180 | +2.5% | 0.13% | -31.0% |
| Q4 2022 | $533,133 | +9.5% | 18,713 | -1.0% | 0.19% | -2.1% |
| Q3 2022 | $487,000 | -7.1% | 18,908 | +8.1% | 0.19% | +7.3% |
| Q2 2022 | $524,000 | -6.9% | 17,498 | -1.0% | 0.18% | +5.3% |
| Q1 2022 | $563,000 | +11.7% | 17,680 | +15.2% | 0.17% | +13.4% |
| Q4 2021 | $504,000 | +0.4% | 15,353 | +0.7% | 0.15% | -0.7% |
| Q3 2021 | $502,000 | +15.1% | 15,239 | +9.3% | 0.15% | +9.5% |
| Q2 2021 | $436,000 | +37.1% | 13,948 | +39.7% | 0.14% | +35.6% |
| Q1 2021 | $318,000 | +16.5% | 9,984 | -2.6% | 0.10% | -1.9% |
| Q4 2020 | $273,000 | – | 10,250 | – | 0.10% | – |
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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% |