WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 273 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $627,483 | -4.5% | 20,144 | +0.2% | 0.15% | -1.9% |
| Q1 2024 | $657,227 | +1.7% | 20,111 | +0.1% | 0.16% | -6.6% |
| Q4 2023 | $646,420 | +14.2% | 20,094 | +0.1% | 0.17% | +0.6% |
| Q3 2023 | $565,874 | -1.9% | 20,066 | +0.1% | 0.17% | +1.8% |
| Q2 2023 | $576,931 | +1.0% | 20,039 | +0.2% | 0.16% | -5.8% |
| Q1 2023 | $571,188 | +0.6% | 20,000 | +0.1% | 0.17% | -3.4% |
| Q4 2022 | $568,044 | +9.4% | 19,973 | -0.9% | 0.18% | -4.3% |
| Q3 2022 | $519,000 | -20.4% | 20,160 | -12.7% | 0.19% | -17.3% |
| Q2 2022 | $652,000 | -7.9% | 23,098 | +4.0% | 0.23% | +1.3% |
| Q1 2022 | $708,000 | -13.7% | 22,203 | -11.1% | 0.22% | -11.5% |
| Q4 2021 | $820,000 | +3.0% | 24,968 | -3.3% | 0.25% | -8.4% |
| Q3 2021 | $796,000 | +15.4% | 25,810 | +16.6% | 0.28% | +1.9% |
| Q1 2021 | $690,000 | +51.3% | 22,136 | +29.0% | 0.27% | +33.0% |
| Q4 2020 | $456,000 | +51.0% | 17,154 | +19.7% | 0.20% | +26.1% |
| Q3 2020 | $302,000 | -23.2% | 14,325 | -22.7% | 0.16% | -31.2% |
| Q2 2020 | $393,000 | +18.4% | 18,539 | +0.7% | 0.23% | -8.6% |
| Q1 2020 | $332,000 | – | 18,415 | – | 0.26% | – |
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% |