WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |