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 | $391,529 | -1.2% | 13,884 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $396,266 | +12.0% | 13,764 | +11.1% | 0.01% | 0.0% |
| Q1 2023 | $353,744 | -45.4% | 12,386 | -45.6% | 0.01% | -45.5% |
| Q4 2022 | $647,749 | -15.4% | 22,776 | -23.4% | 0.01% | -26.7% |
| Q3 2022 | $766,000 | -42.1% | 29,746 | -36.5% | 0.02% | -40.0% |
| Q2 2022 | $1,322,000 | +51.4% | 46,861 | +71.0% | 0.02% | +78.6% |
| Q1 2022 | $873,000 | -8.8% | 27,407 | -5.9% | 0.01% | -6.7% |
| Q4 2021 | $957,000 | +7.5% | 29,134 | +1.0% | 0.02% | 0.0% |
| Q3 2021 | $890,000 | +34.4% | 28,856 | +39.1% | 0.02% | +36.4% |
| Q2 2021 | $662,000 | +17.4% | 20,750 | +14.6% | 0.01% | -8.3% |
| Q1 2021 | $564,000 | +173.8% | 18,104 | +134.1% | 0.01% | +140.0% |
| Q4 2020 | $206,000 | -0.5% | 7,734 | +7.0% | 0.01% | -16.7% |
| Q4 2019 | $207,000 | – | 7,230 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |