WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 274 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $215,695 | -4.2% | 6,925 | +0.5% | 0.01% | -9.1% |
| Q1 2024 | $225,199 | -21.8% | 6,892 | -23.0% | 0.01% | -35.3% |
| Q4 2023 | $288,091 | +39.0% | 8,955 | +21.9% | 0.02% | +13.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |