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 | $4,662 | +2.1% | 165,318 | +4.2% | 0.16% | +4.6% |
Q2 2023 | $4,567 | +11.5% | 158,605 | +10.6% | 0.15% | +4.9% |
Q1 2023 | $4,095 | -0.7% | 143,380 | -1.1% | 0.14% | -2.7% |
Q4 2022 | $4,125 | -99.9% | 145,018 | +0.3% | 0.15% | -15.4% |
Q3 2022 | $3,723,000 | -9.5% | 144,646 | -0.8% | 0.18% | -15.9% |
Q2 2022 | $4,113,000 | -10.4% | 145,753 | +1.2% | 0.21% | -1.0% |
Q1 2022 | $4,590,000 | -2.2% | 144,008 | +0.9% | 0.21% | 0.0% |
Q4 2021 | $4,692,000 | +6.4% | 142,792 | -0.2% | 0.21% | -2.8% |
Q3 2021 | $4,411,000 | +0.4% | 143,075 | +3.8% | 0.22% | +9.6% |
Q2 2021 | $4,394,000 | +3.9% | 137,790 | +1.5% | 0.20% | -4.4% |
Q1 2021 | $4,230,000 | +4.9% | 135,784 | -10.4% | 0.21% | -5.5% |
Q4 2020 | $4,032,000 | +16.1% | 151,552 | -8.0% | 0.22% | +0.9% |
Q3 2020 | $3,474,000 | -4.3% | 164,773 | -3.9% | 0.22% | -16.0% |
Q2 2020 | $3,631,000 | +17.5% | 171,449 | -0.0% | 0.26% | +4.5% |
Q1 2020 | $3,090,000 | -36.3% | 171,478 | +1.4% | 0.25% | -16.9% |
Q4 2019 | $4,849,000 | +6.2% | 169,064 | +1.4% | 0.30% | -2.3% |
Q3 2019 | $4,565,000 | +3.9% | 166,802 | +2.9% | 0.30% | +4.5% |
Q2 2019 | $4,393,000 | +3.6% | 162,036 | +5.2% | 0.29% | -9.4% |
Q1 2019 | $4,239,000 | +16.7% | 153,954 | +4.0% | 0.32% | -0.3% |
Q4 2018 | $3,632,000 | -15.4% | 148,044 | +2.4% | 0.32% | -16.8% |
Q3 2018 | $4,295,000 | -1.8% | 144,567 | -2.0% | 0.39% | -6.5% |
Q2 2018 | $4,375,000 | +7.8% | 147,558 | -0.4% | 0.41% | +0.5% |
Q1 2018 | $4,060,000 | -6.3% | 148,190 | -0.6% | 0.41% | -7.0% |
Q4 2017 | $4,332,000 | +1.2% | 149,124 | +192.7% | 0.44% | -7.3% |
Q3 2017 | $4,281,000 | +6.5% | 50,952 | +2.0% | 0.48% | 0.0% |
Q2 2017 | $4,019,000 | -1.2% | 49,932 | -1.0% | 0.48% | -6.1% |
Q1 2017 | $4,068,000 | +1.5% | 50,456 | +4.1% | 0.51% | -8.6% |
Q4 2016 | $4,009,000 | +2.0% | 48,462 | -7.3% | 0.56% | -3.3% |
Q3 2016 | $3,932,000 | +60.6% | 52,275 | +53.0% | 0.58% | +47.1% |
Q2 2016 | $2,448,000 | +33.2% | 34,158 | +27.7% | 0.39% | +29.9% |
Q1 2016 | $1,838,000 | +19.2% | 26,752 | +12.7% | 0.30% | +13.2% |
Q4 2015 | $1,542,000 | +11.7% | 23,742 | +8.3% | 0.27% | -7.6% |
Q3 2015 | $1,381,000 | -0.8% | 21,925 | +11.0% | 0.29% | -7.4% |
Q2 2015 | $1,392,000 | +17.8% | 19,760 | +20.5% | 0.31% | -0.3% |
Q1 2015 | $1,182,000 | +3.3% | 16,400 | +1.7% | 0.31% | -17.9% |
Q4 2014 | $1,144,000 | +15.2% | 16,127 | +5.5% | 0.38% | +7.0% |
Q3 2014 | $993,000 | +2.4% | 15,288 | +10.4% | 0.36% | +4.1% |
Q2 2014 | $970,000 | +17.9% | 13,844 | +14.8% | 0.34% | +5.9% |
Q1 2014 | $823,000 | +9.4% | 12,058 | +8.7% | 0.32% | -13.4% |
Q4 2013 | $752,000 | +31.9% | 11,091 | +21.9% | 0.37% | +13.4% |
Q3 2013 | $570,000 | +35.7% | 9,099 | +26.4% | 0.33% | +8.6% |
Q2 2013 | $420,000 | – | 7,197 | – | 0.30% | – |
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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% |