WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,615,160 | -5.8% | 629,699 | -1.2% | 0.08% | -7.0% |
| Q1 2024 | $20,831,079 | +1.4% | 637,426 | -0.2% | 0.09% | -5.5% |
| Q4 2023 | $20,552,114 | +17.1% | 638,859 | +2.6% | 0.09% | +8.3% |
| Q3 2023 | $17,556,248 | -4.5% | 622,562 | -2.5% | 0.08% | +1.2% |
| Q2 2023 | $18,376,496 | +2.7% | 638,294 | +1.9% | 0.08% | -2.4% |
| Q1 2023 | $17,888,553 | +3.0% | 626,350 | +2.6% | 0.08% | 0.0% |
| Q4 2022 | $17,368,224 | +31.3% | 610,697 | +18.8% | 0.08% | +23.2% |
| Q3 2022 | $13,227,000 | -15.0% | 513,857 | -6.8% | 0.07% | -9.2% |
| Q2 2022 | $15,561,000 | -9.5% | 551,411 | +2.2% | 0.08% | +4.1% |
| Q1 2022 | $17,197,000 | +3.2% | 539,606 | +6.4% | 0.07% | +9.0% |
| Q4 2021 | $16,669,000 | +13.2% | 507,283 | +6.2% | 0.07% | +4.7% |
| Q3 2021 | $14,722,000 | +3.5% | 477,529 | +7.0% | 0.06% | +3.2% |
| Q2 2021 | $14,231,000 | -47.6% | 446,245 | -48.8% | 0.06% | -1.6% |
| Q1 2021 | $27,152,000 | +150.5% | 871,654 | +113.9% | 0.06% | +18.9% |
| Q4 2020 | $10,838,000 | +21.7% | 407,454 | -3.6% | 0.05% | +10.4% |
| Q3 2020 | $8,908,000 | +7.1% | 422,577 | +7.7% | 0.05% | 0.0% |
| Q2 2020 | $8,314,000 | +23.1% | 392,523 | +4.7% | 0.05% | +6.7% |
| Q1 2020 | $6,755,000 | -43.1% | 374,866 | -9.5% | 0.04% | -29.7% |
| Q4 2019 | $11,876,000 | +19.0% | 414,086 | +13.6% | 0.06% | +12.3% |
| Q3 2019 | $9,981,000 | +28.7% | 364,670 | +27.5% | 0.06% | +26.7% |
| Q2 2019 | $7,755,000 | +13.6% | 286,072 | +15.4% | 0.04% | +9.8% |
| Q1 2019 | $6,827,000 | +172.9% | 247,898 | +143.0% | 0.04% | +156.2% |
| Q4 2018 | $2,502,000 | – | 102,004 | – | 0.02% | – |
Download | ||||||
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% |