WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,071 | -2.0% | 2,733 | 0.0% | 0.00% | – |
| Q2 2023 | $78,683 | +3.3% | 2,733 | +2.5% | 0.00% | – |
| Q1 2023 | $76,141 | -9.7% | 2,666 | -10.1% | 0.00% | – |
| Q4 2022 | $84,353 | +11.0% | 2,966 | 0.0% | 0.00% | – |
| Q3 2022 | $76,000 | -9.5% | 2,966 | 0.0% | 0.00% | – |
| Q2 2022 | $84,000 | -11.6% | 2,966 | 0.0% | 0.00% | – |
| Q1 2022 | $95,000 | +13.1% | 2,966 | +15.6% | 0.00% | – |
| Q4 2021 | $84,000 | -79.5% | 2,566 | -86.8% | 0.00% | -100.0% |
| Q2 2020 | $410,000 | -17.3% | 19,368 | -29.7% | 0.00% | 0.0% |
| Q1 2020 | $496,000 | -6.4% | 27,568 | +49.3% | 0.00% | 0.0% |
| Q4 2019 | $530,000 | +4.5% | 18,468 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $507,000 | +0.8% | 18,558 | 0.0% | 0.00% | – |
| Q2 2019 | $503,000 | -8.4% | 18,558 | -7.0% | 0.00% | -100.0% |
| Q1 2019 | $549,000 | +6.6% | 19,958 | -5.0% | 0.00% | 0.0% |
| Q4 2018 | $515,000 | -17.1% | 21,011 | +0.4% | 0.00% | 0.0% |
| Q3 2018 | $621,000 | +5.3% | 20,921 | +5.3% | 0.00% | 0.0% |
| Q2 2018 | $590,000 | -14.1% | 19,871 | -20.7% | 0.00% | 0.0% |
| Q1 2018 | $687,000 | -2.4% | 25,068 | +3.5% | 0.00% | 0.0% |
| Q4 2017 | $704,000 | +1.0% | 24,222 | +191.8% | 0.00% | 0.0% |
| Q3 2017 | $697,000 | -39.7% | 8,301 | -42.2% | 0.00% | 0.0% |
| Q2 2017 | $1,156,000 | -25.9% | 14,357 | -25.8% | 0.00% | -50.0% |
| Q1 2017 | $1,560,000 | -1.1% | 19,357 | +1.5% | 0.00% | 0.0% |
| Q4 2016 | $1,578,000 | -5.7% | 19,074 | -14.2% | 0.00% | 0.0% |
| Q3 2016 | $1,673,000 | -4.1% | 22,240 | -8.7% | 0.00% | 0.0% |
| Q2 2016 | $1,744,000 | +4.9% | 24,367 | +0.8% | 0.00% | 0.0% |
| Q1 2016 | $1,663,000 | +4.4% | 24,180 | -1.4% | 0.00% | 0.0% |
| Q4 2015 | $1,593,000 | +3.6% | 24,533 | +0.6% | 0.00% | 0.0% |
| Q3 2015 | $1,538,000 | -14.5% | 24,395 | -4.4% | 0.00% | 0.0% |
| Q2 2015 | $1,799,000 | +9.7% | 25,524 | +12.2% | 0.00% | 0.0% |
| Q1 2015 | $1,640,000 | +1.5% | 22,750 | -0.1% | 0.00% | 0.0% |
| Q4 2014 | $1,615,000 | +9.2% | 22,772 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,479,000 | +473.3% | 22,772 | +519.5% | 0.00% | – |
| Q2 2014 | $258,000 | -23.7% | 3,676 | -25.6% | 0.00% | – |
| Q1 2014 | $338,000 | +1.2% | 4,938 | 0.0% | 0.00% | – |
| Q4 2013 | $334,000 | +7.7% | 4,938 | 0.0% | 0.00% | – |
| Q3 2013 | $310,000 | +7.6% | 4,938 | 0.0% | 0.00% | – |
| Q2 2013 | $288,000 | – | 4,938 | – | 0.00% | – |
Download | ||||||
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% |