WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 265 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271 | -99.9% | 9,600 | -40.4% | 0.00% | -100.0% |
| Q3 2022 | $414,000 | -3.0% | 16,100 | +20.1% | 0.00% | 0.0% |
| Q1 2022 | $427,000 | +38.6% | 13,400 | -8.2% | 0.00% | – |
| Q3 2020 | $308,000 | +14.9% | 14,600 | -2.0% | 0.00% | – |
| Q1 2020 | $268,000 | -54.7% | 14,900 | -25.1% | 0.00% | -100.0% |
| Q3 2018 | $591,000 | +69.8% | 19,900 | +56.7% | 0.00% | – |
| Q2 2018 | $348,000 | 0.0% | 12,700 | 0.0% | 0.00% | – |
| Q1 2018 | $348,000 | – | 12,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 97,657 | $7,873,000 | 6.82% |
| Cranberry Lake Advisors LLC | 113,755 | $9,171,000 | 6.14% |
| Starfire Investment Advisers, Inc. | 109,475 | $8,739,402,000 | 4.71% |
| TMD & ASSOCIATES, INC | 51,680 | $4,166,000 | 3.83% |
| Private Vista, LLC | 163,755 | $13,391,000 | 3.33% |
| Jacobus Wealth Management, Inc. | 95,353 | $7,687,000 | 2.16% |
| INSPIRION WEALTH ADVISORS, LLC | 39,924 | $3,219,000 | 1.82% |
| PALLADIUM PARTNERS LLC | 259,214 | $20,898,000 | 1.68% |
| AJ WEALTH STRATEGIES, LLC | 45,640 | $3,680,000 | 1.60% |
| Evanson Asset Management, LLC | 76,561 | $6,172,000 | 1.52% |