VAUGHAN & Co SECURITIES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VAUGHAN & Co SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,744,498
-8.4%
97,323
-6.4%
2.04%
-4.2%
Q2 2023$2,994,998
-12.4%
104,029
-13.1%
2.13%
-16.1%
Q1 2023$3,419,132
-2.4%
119,718
-2.8%
2.54%
-9.1%
Q4 2022$3,504,449
-48.8%
123,223
-53.7%
2.79%
-52.8%
Q3 2022$6,851,000
-51.2%
266,144
-46.5%
5.91%
-47.5%
Q2 2022$14,044,000
-12.6%
497,648
-1.3%
11.26%
+1.3%
Q1 2022$16,069,000
-6.6%
504,215
-3.6%
11.11%
-4.8%
Q4 2021$17,196,000
+6.7%
523,315
+0.1%
11.66%
-3.2%
Q3 2021$16,119,000
-8.2%
522,823
-5.0%
12.04%
-7.1%
Q2 2021$17,555,000
-4.2%
550,472
-6.5%
12.97%
-12.3%
Q1 2021$18,332,000
+21.8%
588,495
+4.0%
14.79%
+10.8%
Q4 2020$15,056,000
+30.1%
566,019
+3.1%
13.35%
+10.4%
Q3 2020$11,576,000
+2.9%
549,127
+3.3%
12.08%
-2.4%
Q2 2020$11,254,000
-99.9%
531,373
+5.1%
12.38%
+6.9%
Q1 2020$9,113,631,000
-39.5%
505,750
-3.8%
11.58%
-14.8%
Q4 2019$15,072,686,000525,54613.60%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders