WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,639,000 | +0.8% | 93,511 | +13.9% | 1.77% | +13.4% |
| Q1 2022 | $2,617,000 | -0.3% | 82,110 | +2.8% | 1.56% | +6.8% |
| Q4 2021 | $2,625,000 | +4.7% | 79,894 | -1.8% | 1.46% | -3.1% |
| Q3 2021 | $2,508,000 | -5.2% | 81,348 | -1.9% | 1.50% | -2.4% |
| Q2 2021 | $2,645,000 | +18.9% | 82,943 | +16.1% | 1.54% | +13.7% |
| Q1 2021 | $2,225,000 | +14.8% | 71,422 | -2.0% | 1.36% | +9.2% |
| Q4 2020 | $1,938,000 | +15.3% | 72,856 | -8.6% | 1.24% | +3.2% |
| Q3 2020 | $1,681,000 | -20.2% | 79,744 | -19.8% | 1.20% | -26.9% |
| Q2 2020 | $2,107,000 | +20.3% | 99,491 | +2.4% | 1.65% | +5.2% |
| Q1 2020 | $1,751,000 | -37.7% | 97,184 | -0.9% | 1.56% | -29.2% |
| Q4 2019 | $2,811,000 | -8.5% | 98,029 | -12.6% | 2.21% | -16.1% |
| Q3 2019 | $3,071,000 | -4.1% | 112,200 | -5.0% | 2.63% | -17.7% |
| Q2 2019 | $3,203,000 | +0.5% | 118,159 | +2.1% | 3.20% | -4.3% |
| Q1 2019 | $3,186,000 | +19.1% | 115,686 | +6.1% | 3.34% | -44.0% |
| Q4 2018 | $2,674,000 | +22.7% | 109,011 | +37.0% | 5.97% | +177.4% |
| Q1 2018 | $2,180,000 | – | 79,575 | – | 2.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |