WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -2.9% | 11,730 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $341 | -28.2% | 11,828 | -28.9% | 0.01% | -37.5% |
| Q1 2023 | $475 | -99.9% | 16,625 | +2.6% | 0.01% | 0.0% |
| Q4 2022 | $461,000 | -99.9% | 16,199 | -7.3% | 0.01% | -11.1% |
| Q3 2022 | $450,000,000 | +78297.2% | 17,480 | -14.1% | 0.01% | -18.2% |
| Q2 2022 | $574,000 | -20.6% | 20,349 | -10.3% | 0.01% | -15.4% |
| Q1 2022 | $723,000 | -99.9% | 22,687 | +2.3% | 0.01% | 0.0% |
| Q4 2021 | $728,000,000 | +104799.1% | 22,167 | -1.5% | 0.01% | -7.1% |
| Q3 2021 | $694,000 | -9.0% | 22,502 | -5.9% | 0.01% | -12.5% |
| Q2 2021 | $763,000 | +0.8% | 23,917 | -1.6% | 0.02% | -11.1% |
| Q1 2021 | $757,000 | +16.1% | 24,316 | -0.8% | 0.02% | 0.0% |
| Q4 2020 | $652,000 | +22.6% | 24,509 | -2.9% | 0.02% | 0.0% |
| Q3 2020 | $532,000 | -6.5% | 25,249 | -6.0% | 0.02% | -18.2% |
| Q2 2020 | $569,000 | – | 26,872 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |