WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,157 | -2.0% | 1,424 | 0.0% | 0.00% | – |
| Q2 2023 | $40,997 | -43.8% | 1,424 | -44.2% | 0.00% | – |
| Q1 2023 | $72,885 | -59.0% | 2,552 | -59.2% | 0.00% | -100.0% |
| Q4 2022 | $177,892 | +10.5% | 6,255 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $161,000 | +11.0% | 6,255 | +22.0% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -11.0% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $163,000 | -3.0% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $168,000 | +6.3% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $158,000 | +33.9% | 5,127 | +38.5% | 0.00% | 0.0% |
| Q2 2021 | $118,000 | +391.7% | 3,703 | +180.5% | 0.00% | – |
| Q1 2020 | $24,000 | -58.6% | 1,320 | -34.7% | 0.00% | – |
| Q4 2019 | $58,000 | +3.6% | 2,020 | -1.7% | 0.00% | – |
| Q3 2019 | $56,000 | 0.0% | 2,055 | 0.0% | 0.00% | – |
| Q2 2019 | $56,000 | -1.8% | 2,055 | 0.0% | 0.00% | – |
| Q1 2019 | $57,000 | +14.0% | 2,055 | +1.0% | 0.00% | – |
| Q4 2018 | $50,000 | +127.3% | 2,035 | +176.9% | 0.00% | – |
| Q3 2018 | $22,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q2 2018 | $22,000 | +10.0% | 735 | 0.0% | 0.00% | – |
| Q1 2018 | $20,000 | -48.7% | 735 | -45.5% | 0.00% | – |
| Q4 2017 | $39,000 | +1850.0% | 1,348 | +4393.3% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | – | 30 | – | 0.00% | – |
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% |