WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,179,106 | -0.2% | 325,500 | +1.9% | 0.01% | 0.0% |
Q2 2023 | $9,196,399 | +5.5% | 319,430 | +4.7% | 0.01% | 0.0% |
Q1 2023 | $8,715,599 | +6.4% | 305,168 | +6.0% | 0.01% | 0.0% |
Q4 2022 | $8,188,969 | +12.2% | 287,941 | +1.6% | 0.01% | +14.3% |
Q3 2022 | $7,297,000 | -8.1% | 283,500 | +0.7% | 0.01% | -12.5% |
Q2 2022 | $7,944,000 | -8.0% | 281,505 | +3.9% | 0.01% | +14.3% |
Q1 2022 | $8,638,000 | +3.4% | 271,051 | +6.7% | 0.01% | 0.0% |
Q4 2021 | $8,350,000 | +25.1% | 254,112 | +17.4% | 0.01% | +16.7% |
Q3 2021 | $6,674,000 | +4.6% | 216,474 | +8.2% | 0.01% | 0.0% |
Q2 2021 | $6,380,000 | +10.2% | 200,056 | +7.6% | 0.01% | 0.0% |
Q1 2021 | $5,792,000 | +5.9% | 185,926 | -9.6% | 0.01% | 0.0% |
Q4 2020 | $5,471,000 | +7.1% | 205,671 | -15.1% | 0.01% | 0.0% |
Q3 2020 | $5,107,000 | -7.7% | 242,271 | -7.2% | 0.01% | -14.3% |
Q2 2020 | $5,531,000 | +12.3% | 261,165 | -4.5% | 0.01% | -12.5% |
Q1 2020 | $4,927,000 | -60.8% | 273,430 | -37.7% | 0.01% | -50.0% |
Q4 2019 | $12,584,000 | -1.2% | 438,762 | -5.7% | 0.02% | -11.1% |
Q3 2019 | $12,732,000 | -1.4% | 465,166 | -2.4% | 0.02% | -5.3% |
Q2 2019 | $12,919,000 | +2.2% | 476,523 | +3.8% | 0.02% | 0.0% |
Q1 2019 | $12,642,000 | +66.2% | 459,022 | +48.1% | 0.02% | +46.2% |
Q4 2018 | $7,605,000 | -20.9% | 310,011 | -4.2% | 0.01% | -13.3% |
Q3 2018 | $9,614,000 | +5.2% | 323,605 | +5.0% | 0.02% | 0.0% |
Q2 2018 | $9,137,000 | +46.9% | 308,157 | +35.8% | 0.02% | +36.4% |
Q1 2018 | $6,220,000 | -12.4% | 226,988 | -7.2% | 0.01% | -15.4% |
Q4 2017 | $7,102,000 | +4.3% | 244,481 | +201.7% | 0.01% | -7.1% |
Q3 2017 | $6,809,000 | -44.8% | 81,022 | -47.1% | 0.01% | -48.1% |
Q2 2017 | $12,335,000 | +6.9% | 153,278 | +7.1% | 0.03% | 0.0% |
Q1 2017 | $11,534,000 | +11.0% | 143,075 | +14.0% | 0.03% | 0.0% |
Q4 2016 | $10,387,000 | +69.7% | 125,554 | +54.3% | 0.03% | +58.8% |
Q3 2016 | $6,122,000 | +29.3% | 81,354 | +23.1% | 0.02% | +13.3% |
Q2 2016 | $4,736,000 | +654.1% | 66,089 | +623.6% | 0.02% | +650.0% |
Q1 2016 | $628,000 | -4.6% | 9,133 | -9.8% | 0.00% | 0.0% |
Q4 2015 | $658,000 | +3.5% | 10,130 | +0.3% | 0.00% | -33.3% |
Q3 2015 | $636,000 | -17.7% | 10,103 | -15.1% | 0.00% | -25.0% |
Q3 2014 | $773,000 | -36.0% | 11,906 | -31.0% | 0.00% | -42.9% |
Q2 2014 | $1,208,000 | +3.5% | 17,248 | +0.9% | 0.01% | -12.5% |
Q1 2014 | $1,167,000 | +13.7% | 17,098 | +13.0% | 0.01% | 0.0% |
Q4 2013 | $1,026,000 | -12.1% | 15,135 | -18.8% | 0.01% | -20.0% |
Q3 2013 | $1,167,000 | +83.2% | 18,628 | +70.6% | 0.01% | +66.7% |
Q2 2013 | $637,000 | – | 10,921 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |