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 | $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% | – |
Download | ||||||
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% |