WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 238 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,870 | -2.7% | 350 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $10,149 | -64.7% | 353 | -64.9% | 0.00% | -66.7% |
| Q1 2023 | $28,712 | +0.8% | 1,005 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $28,494 | +9.6% | 1,002 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 996 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -9.7% | 990 | +0.4% | 0.00% | +50.0% |
| Q1 2022 | $31,000 | -72.6% | 986 | -71.4% | 0.00% | -71.4% |
| Q4 2021 | $113,000 | +7.6% | 3,443 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $105,000 | +7.1% | 3,410 | +10.6% | 0.01% | +16.7% |
| Q2 2021 | $98,000 | -33.8% | 3,083 | -35.0% | 0.01% | -45.5% |
| Q1 2021 | $148,000 | +17.5% | 4,745 | +0.2% | 0.01% | +10.0% |
| Q4 2020 | $126,000 | +4.1% | 4,737 | -17.7% | 0.01% | 0.0% |
| Q3 2020 | $121,000 | -4.0% | 5,755 | -3.6% | 0.01% | 0.0% |
| Q2 2020 | $126,000 | -25.4% | 5,968 | -36.4% | 0.01% | -37.5% |
| Q1 2020 | $169,000 | -53.6% | 9,385 | -26.1% | 0.02% | -48.4% |
| Q4 2019 | $364,000 | +2.2% | 12,695 | -2.5% | 0.03% | -6.1% |
| Q3 2019 | $356,000 | -4.8% | 13,022 | -5.5% | 0.03% | -19.5% |
| Q2 2019 | $374,000 | -21.6% | 13,783 | -20.5% | 0.04% | -29.3% |
| Q1 2019 | $477,000 | +1.9% | 17,334 | -9.1% | 0.06% | -10.8% |
| Q4 2018 | $468,000 | -34.1% | 19,075 | -20.1% | 0.06% | -27.0% |
| Q3 2018 | $710,000 | -19.6% | 23,882 | -19.8% | 0.09% | -25.2% |
| Q2 2018 | $883,000 | +7.0% | 29,767 | -1.1% | 0.12% | +4.4% |
| Q1 2018 | $825,000 | -5.1% | 30,094 | +0.5% | 0.11% | -13.6% |
| Q4 2017 | $869,000 | – | 29,930 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |