WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 234 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,810 | -4.7% | 1,278 | 0.0% | 0.03% | -3.6% |
| Q1 2024 | $41,765 | -11.7% | 1,278 | -13.1% | 0.03% | -20.0% |
| Q4 2023 | $47,290 | +14.1% | 1,470 | 0.0% | 0.04% | +9.4% |
| Q3 2023 | $41,454 | -2.0% | 1,470 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $42,321 | +0.8% | 1,470 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $41,983 | +0.4% | 1,470 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $41,807 | +10.0% | 1,470 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $38,000 | -9.5% | 1,470 | -0.7% | 0.03% | -3.0% |
| Q2 2022 | $42,000 | -10.6% | 1,480 | 0.0% | 0.03% | +6.5% |
| Q1 2022 | $47,000 | -2.1% | 1,480 | +1.7% | 0.03% | +6.9% |
| Q4 2021 | $48,000 | +6.7% | 1,455 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $45,000 | -37.5% | 1,455 | -35.5% | 0.03% | -36.2% |
| Q2 2021 | $72,000 | +60.0% | 2,256 | +55.1% | 0.05% | +42.4% |
| Q1 2021 | $45,000 | -31.8% | 1,455 | -41.7% | 0.03% | -38.9% |
| Q4 2020 | $66,000 | +24.5% | 2,495 | 0.0% | 0.05% | +10.2% |
| Q3 2020 | $53,000 | 0.0% | 2,495 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $53,000 | +17.8% | 2,495 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $45,000 | -37.5% | 2,495 | 0.0% | 0.05% | -27.7% |
| Q4 2019 | $72,000 | +5.9% | 2,495 | 0.0% | 0.06% | -3.0% |
| Q3 2019 | $68,000 | 0.0% | 2,495 | 0.0% | 0.07% | -1.5% |
| Q2 2019 | $68,000 | -1.4% | 2,495 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $69,000 | +13.1% | 2,495 | 0.0% | 0.07% | +4.5% |
| Q4 2018 | $61,000 | -17.6% | 2,495 | 0.0% | 0.07% | -5.7% |
| Q3 2018 | $74,000 | -45.6% | 2,495 | -45.5% | 0.07% | -44.4% |
| Q2 2018 | $136,000 | +8.8% | 4,575 | 0.0% | 0.13% | +10.5% |
| Q1 2018 | $125,000 | -6.0% | 4,575 | 0.0% | 0.11% | -0.9% |
| Q4 2017 | $133,000 | – | 4,575 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |