WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $610,141 | -3.2% | 23,704 | +6.1% | 0.03% | 0.0% |
| Q2 2022 | $630,407 | -20.3% | 22,339 | -10.0% | 0.03% | -3.7% |
| Q1 2022 | $790,822 | +1.2% | 24,814 | +4.4% | 0.03% | +3.8% |
| Q4 2021 | $781,115 | +2.7% | 23,771 | -3.6% | 0.03% | -10.3% |
| Q3 2021 | $760,453 | +1.9% | 24,666 | +5.5% | 0.03% | 0.0% |
| Q2 2021 | $745,939 | +1.6% | 23,391 | -0.8% | 0.03% | -9.4% |
| Q1 2021 | $734,174 | +56.5% | 23,569 | +33.6% | 0.03% | +33.3% |
| Q4 2020 | $469,224 | +29.0% | 17,640 | +2.2% | 0.02% | +14.3% |
| Q3 2020 | $363,841 | +5.1% | 17,260 | +5.6% | 0.02% | -8.7% |
| Q2 2020 | $346,187 | -9.7% | 16,345 | -23.1% | 0.02% | -28.1% |
| Q1 2020 | $383,206 | -56.3% | 21,266 | -30.5% | 0.03% | -48.4% |
| Q4 2019 | $877,892 | +4.6% | 30,610 | -0.2% | 0.06% | -10.1% |
| Q3 2019 | $839,501 | +4.2% | 30,672 | +3.2% | 0.07% | +1.5% |
| Q2 2019 | $805,572 | +21.8% | 29,715 | +23.8% | 0.07% | +9.7% |
| Q1 2019 | $661,180 | +18.2% | 24,008 | +5.3% | 0.06% | -10.1% |
| Q4 2018 | $559,186 | -28.3% | 22,796 | -13.2% | 0.07% | -23.3% |
| Q3 2018 | $780,066 | -0.9% | 26,256 | -1.1% | 0.09% | -15.9% |
| Q2 2018 | $786,792 | +14.2% | 26,536 | +5.6% | 0.11% | +4.9% |
| Q1 2018 | $688,699 | -10.1% | 25,135 | -4.7% | 0.10% | -15.7% |
| Q4 2017 | $766,339 | – | 26,380 | – | 0.12% | – |
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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% |