WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $927,081 | +5.3% | 32,885 | +7.6% | 0.08% | +10.8% |
| Q2 2023 | $880,139 | -0.5% | 30,571 | -1.3% | 0.07% | -8.6% |
| Q1 2023 | $884,617 | -22.2% | 30,974 | -22.6% | 0.08% | -30.8% |
| Q4 2022 | $1,137,628 | +9.2% | 40,001 | -1.3% | 0.12% | +7.3% |
| Q3 2022 | $1,042,000 | -8.1% | 40,513 | +0.8% | 0.11% | -4.4% |
| Q2 2022 | $1,134,000 | -27.1% | 40,211 | -17.7% | 0.11% | -16.2% |
| Q1 2022 | $1,556,000 | +13.7% | 48,849 | +17.2% | 0.14% | +18.3% |
| Q4 2021 | $1,369,000 | +6.6% | 41,665 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $1,284,000 | -4.7% | 41,665 | -1.5% | 0.12% | -4.2% |
| Q2 2021 | $1,348,000 | -11.7% | 42,285 | -13.7% | 0.12% | -13.7% |
| Q1 2021 | $1,527,000 | +14.2% | 49,021 | -2.5% | 0.14% | +4.5% |
| Q4 2020 | $1,337,000 | +26.7% | 50,258 | +0.5% | 0.13% | +15.7% |
| Q3 2020 | $1,055,000 | -0.8% | 50,029 | -0.3% | 0.12% | -8.0% |
| Q2 2020 | $1,063,000 | +33.5% | 50,180 | +13.6% | 0.12% | +45.3% |
| Q1 2020 | $796,000 | -31.9% | 44,180 | +8.4% | 0.09% | -30.6% |
| Q4 2019 | $1,169,000 | +729.1% | 40,745 | +679.1% | 0.12% | +552.6% |
| Q2 2019 | $141,000 | – | 5,230 | – | 0.02% | – |
Download | ||||||
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% |