WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,210 | -8.5% | 7,348 | -6.6% | 0.02% | -6.2% |
| Q2 2023 | $226,442 | -46.4% | 7,865 | -46.8% | 0.02% | -46.7% |
| Q1 2023 | $422,281 | -29.9% | 14,786 | -30.2% | 0.03% | -34.8% |
| Q4 2022 | $602,701 | +12.4% | 21,192 | +1.7% | 0.05% | +2.2% |
| Q3 2022 | $536,000 | -5.5% | 20,831 | +3.6% | 0.04% | 0.0% |
| Q2 2022 | $567,000 | -9.1% | 20,104 | +2.7% | 0.04% | +7.1% |
| Q1 2022 | $624,000 | -3.9% | 19,571 | -0.9% | 0.04% | 0.0% |
| Q4 2021 | $649,000 | -10.5% | 19,754 | -13.1% | 0.04% | -26.3% |
| Q2 2021 | $725,000 | -17.6% | 22,729 | -19.6% | 0.06% | -32.9% |
| Q1 2021 | $880,000 | +15.2% | 28,265 | -1.6% | 0.08% | +7.6% |
| Q4 2020 | $764,000 | +108.7% | 28,731 | +66.4% | 0.08% | +43.6% |
| Q2 2020 | $366,000 | -56.6% | 17,262 | -41.3% | 0.06% | -48.1% |
| Q4 2019 | $843,000 | – | 29,400 | – | 0.11% | – |
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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% |