WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,285 | -39.4% | 1,925 | -38.1% | 0.00% | -42.9% |
| Q2 2023 | $89,508 | +22.5% | 3,109 | +21.5% | 0.01% | +16.7% |
| Q1 2023 | $73,085 | +0.4% | 2,559 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $72,777 | -15.4% | 2,559 | -23.3% | 0.01% | -25.0% |
| Q3 2022 | $86,000 | -8.5% | 3,336 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $94,000 | -11.3% | 3,336 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $106,000 | -6.2% | 3,336 | -3.1% | 0.01% | +33.3% |
| Q4 2021 | $113,000 | +6.6% | 3,441 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $106,000 | -3.6% | 3,441 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $110,000 | +2.8% | 3,441 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $107,000 | +12.6% | 3,441 | -3.9% | 0.01% | +14.3% |
| Q4 2020 | $95,000 | +30.1% | 3,581 | +3.0% | 0.01% | +16.7% |
| Q3 2020 | $73,000 | -1.4% | 3,476 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $74,000 | +64.4% | 3,476 | +39.4% | 0.01% | +40.0% |
| Q1 2020 | $45,000 | -44.4% | 2,494 | -11.5% | 0.01% | -37.5% |
| Q4 2019 | $81,000 | +285.7% | 2,817 | +275.6% | 0.01% | +60.0% |
| Q3 2019 | $21,000 | -68.2% | 750 | -69.0% | 0.01% | -28.6% |
| Q2 2019 | $66,000 | -26.7% | 2,417 | -26.6% | 0.01% | -22.2% |
| Q1 2019 | $90,000 | +21.6% | 3,293 | +8.4% | 0.01% | 0.0% |
| Q4 2018 | $74,000 | +94.7% | 3,038 | +135.9% | 0.01% | -18.2% |
| Q3 2018 | $38,000 | – | 1,288 | – | 0.01% | – |
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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% |