WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 113 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,645 | -5.1% | 26,725 | -3.1% | 0.02% | 0.0% |
| Q2 2023 | $794,316 | +0.8% | 27,590 | -0.0% | 0.02% | -5.9% |
| Q1 2023 | $788,285 | -5.6% | 27,601 | -6.0% | 0.02% | -10.5% |
| Q4 2022 | $835,254 | +32.0% | 29,369 | +19.4% | 0.02% | +26.7% |
| Q3 2022 | $633,000 | -6.9% | 24,600 | +2.0% | 0.02% | 0.0% |
| Q2 2022 | $680,000 | -8.4% | 24,113 | +3.6% | 0.02% | +15.4% |
| Q1 2022 | $742,000 | -7.8% | 23,278 | -4.9% | 0.01% | -7.1% |
| Q4 2021 | $805,000 | +6.5% | 24,489 | -0.2% | 0.01% | 0.0% |
| Q3 2021 | $756,000 | -6.4% | 24,529 | -3.2% | 0.01% | 0.0% |
| Q2 2021 | $808,000 | -17.3% | 25,340 | -19.2% | 0.01% | -26.3% |
| Q1 2021 | $977,000 | +63.4% | 31,350 | +39.4% | 0.02% | +46.2% |
| Q4 2020 | $598,000 | +25.4% | 22,487 | -0.7% | 0.01% | +8.3% |
| Q3 2020 | $477,000 | -1.4% | 22,637 | -0.9% | 0.01% | -7.7% |
| Q2 2020 | $484,000 | +21.3% | 22,835 | +3.2% | 0.01% | +8.3% |
| Q1 2020 | $399,000 | -69.1% | 22,137 | +41.7% | 0.01% | -68.4% |
| Q4 2016 | $1,292,000 | +122.8% | 15,622 | +102.6% | 0.04% | +123.5% |
| Q3 2016 | $580,000 | -1.4% | 7,712 | -6.0% | 0.02% | -5.6% |
| Q2 2016 | $588,000 | +41.0% | 8,202 | +35.1% | 0.02% | +38.5% |
| Q1 2016 | $417,000 | -3.9% | 6,072 | -9.2% | 0.01% | 0.0% |
| Q4 2015 | $434,000 | -3.6% | 6,685 | -6.3% | 0.01% | -7.1% |
| Q3 2015 | $450,000 | +76.5% | 7,135 | +97.0% | 0.01% | +100.0% |
| Q2 2015 | $255,000 | -3.8% | 3,622 | -1.4% | 0.01% | 0.0% |
| Q1 2015 | $265,000 | +0.8% | 3,672 | -2.2% | 0.01% | -12.5% |
| Q2 2014 | $263,000 | +1.9% | 3,753 | -0.7% | 0.01% | 0.0% |
| Q1 2014 | $258,000 | +14.7% | 3,778 | +13.9% | 0.01% | +14.3% |
| Q4 2013 | $225,000 | – | 3,318 | – | 0.01% | – |
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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% |