WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,616,066 | -7.9% | 51,882 | -3.3% | 0.00% | 0.0% |
| Q1 2024 | $1,753,740 | -1.2% | 53,663 | -2.8% | 0.00% | 0.0% |
| Q4 2023 | $1,775,672 | +23.3% | 55,196 | +8.1% | 0.00% | 0.0% |
| Q3 2023 | $1,439,847 | +12.4% | 51,058 | +14.8% | 0.00% | 0.0% |
| Q2 2023 | $1,280,810 | -6.4% | 44,488 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $1,368,577 | -7.4% | 47,919 | -7.8% | 0.00% | 0.0% |
| Q4 2022 | $1,478,015 | +7.3% | 51,970 | -2.8% | 0.00% | 0.0% |
| Q3 2022 | $1,377,000 | -75.1% | 53,491 | -72.7% | 0.00% | -80.0% |
| Q2 2022 | $5,534,000 | +47.0% | 196,128 | +66.1% | 0.01% | +66.7% |
| Q1 2022 | $3,764,000 | +178.8% | 118,093 | +187.6% | 0.01% | +200.0% |
| Q4 2021 | $1,350,000 | +3.1% | 41,063 | -3.3% | 0.00% | 0.0% |
| Q3 2021 | $1,309,000 | +12.2% | 42,443 | +16.0% | 0.00% | 0.0% |
| Q2 2021 | $1,167,000 | +50.0% | 36,601 | +46.5% | 0.00% | 0.0% |
| Q1 2021 | $778,000 | +21.8% | 24,989 | +4.0% | 0.00% | +100.0% |
| Q4 2020 | $639,000 | +14.9% | 24,019 | -8.9% | 0.00% | 0.0% |
| Q3 2020 | $556,000 | +4.5% | 26,367 | +4.9% | 0.00% | -50.0% |
| Q2 2020 | $532,000 | +15.7% | 25,129 | -1.6% | 0.00% | 0.0% |
| Q1 2020 | $460,000 | -62.4% | 25,538 | -40.2% | 0.00% | -50.0% |
| Q4 2019 | $1,225,000 | +8.9% | 42,709 | +3.9% | 0.00% | 0.0% |
| Q3 2019 | $1,125,000 | +105.3% | 41,103 | +103.5% | 0.00% | +100.0% |
| Q2 2019 | $548,000 | +76.2% | 20,200 | +78.7% | 0.00% | +100.0% |
| Q1 2019 | $311,000 | +227.4% | 11,305 | +191.5% | 0.00% | – |
| Q4 2018 | $95,000 | +331.8% | 3,878 | +424.8% | 0.00% | – |
| Q3 2018 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | – |
| Q2 2018 | $22,000 | -88.8% | 739 | -89.7% | 0.00% | -100.0% |
| Q1 2018 | $197,000 | +97.0% | 7,191 | +109.1% | 0.00% | 0.0% |
| Q4 2017 | $100,000 | -49.2% | 3,439 | +47.0% | 0.00% | 0.0% |
| Q3 2017 | $197,000 | +5.3% | 2,340 | +0.9% | 0.00% | -50.0% |
| Q2 2017 | $187,000 | -0.5% | 2,318 | -0.3% | 0.00% | 0.0% |
| Q1 2017 | $188,000 | -30.9% | 2,324 | -29.4% | 0.00% | -33.3% |
| Q4 2016 | $272,000 | +223.8% | 3,290 | +182.2% | 0.00% | +200.0% |
| Q2 2016 | $84,000 | +394.1% | 1,166 | +366.4% | 0.00% | – |
| Q1 2016 | $17,000 | +1600.0% | 250 | +1685.7% | 0.00% | – |
| Q3 2015 | $1,000 | -93.8% | 14 | -94.0% | 0.00% | -100.0% |
| Q4 2013 | $16,000 | – | 233 | – | 0.00% | – |
Download | ||||||
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% |