WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,833,000 | -2.0% | 65,000 | 0.0% | 0.06% | -4.8% |
| Q2 2023 | $1,871,350 | +0.8% | 65,000 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $1,856,400 | -31.3% | 65,000 | -31.6% | 0.06% | -34.7% |
| Q4 2022 | $2,701,800 | +9.3% | 95,000 | -1.0% | 0.10% | -22.8% |
| Q3 2022 | $2,471,000 | -8.8% | 96,000 | 0.0% | 0.13% | -9.9% |
| Q2 2022 | $2,709,000 | +5.0% | 96,000 | +18.5% | 0.14% | +15.6% |
| Q1 2022 | $2,581,000 | -3.0% | 81,000 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $2,662,000 | +6.6% | 81,000 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $2,497,000 | -3.3% | 81,000 | 0.0% | 0.12% | -12.6% |
| Q2 2021 | $2,583,000 | +2.4% | 81,000 | 0.0% | 0.14% | -8.9% |
| Q1 2021 | $2,523,000 | +17.1% | 81,000 | 0.0% | 0.16% | +9.8% |
| Q4 2020 | $2,155,000 | +26.2% | 81,000 | 0.0% | 0.14% | +9.2% |
| Q3 2020 | $1,708,000 | +0.8% | 81,000 | +1.2% | 0.13% | -3.7% |
| Q2 2020 | $1,694,000 | – | 80,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |