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 | $271 | -2.2% | 9,649 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $277 | +0.7% | 9,649 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $275 | +0.7% | 9,649 | 0.0% | 0.02% | -10.7% |
| Q4 2022 | $273 | -99.9% | 9,649 | +14.8% | 0.03% | +16.7% |
| Q3 2022 | $217,000 | -26.4% | 8,407 | -19.7% | 0.02% | -45.5% |
| Q2 2022 | $295,000 | -11.7% | 10,468 | 0.0% | 0.04% | +18.9% |
| Q1 2022 | $334,000 | -0.9% | 10,468 | +2.6% | 0.04% | -9.8% |
| Q4 2021 | $337,000 | +16.2% | 10,207 | +8.3% | 0.04% | +7.9% |
| Q3 2021 | $290,000 | +15.1% | 9,424 | +19.3% | 0.04% | 0.0% |
| Q2 2021 | $252,000 | +2.4% | 7,898 | 0.0% | 0.04% | -32.1% |
| Q1 2021 | $246,000 | +17.7% | 7,898 | +0.8% | 0.06% | +33.3% |
| Q4 2020 | $209,000 | +26.7% | 7,838 | 0.0% | 0.04% | +16.7% |
| Q3 2020 | $165,000 | -1.2% | 7,838 | 0.0% | 0.04% | -20.0% |
| Q2 2020 | $167,000 | +17.6% | 7,838 | -1.0% | 0.04% | +7.1% |
| Q1 2020 | $142,000 | +7.6% | 7,920 | +71.2% | 0.04% | +13.5% |
| Q4 2019 | $132,000 | +9.1% | 4,626 | +4.4% | 0.04% | -7.5% |
| Q3 2019 | $121,000 | +59.2% | 4,430 | +57.7% | 0.04% | +60.0% |
| Q2 2019 | $76,000 | -1.3% | 2,809 | 0.0% | 0.02% | -7.4% |
| Q1 2019 | $77,000 | +14.9% | 2,809 | +3.0% | 0.03% | 0.0% |
| Q4 2018 | $67,000 | -17.3% | 2,727 | 0.0% | 0.03% | -10.0% |
| Q3 2018 | $81,000 | 0.0% | 2,727 | 0.0% | 0.03% | +7.1% |
| Q2 2018 | $81,000 | +8.0% | 2,727 | 0.0% | 0.03% | -24.3% |
| Q1 2018 | $75,000 | -5.1% | 2,727 | 0.0% | 0.04% | +15.6% |
| Q4 2017 | $79,000 | +58.0% | 2,727 | +357.6% | 0.03% | +33.3% |
| Q3 2017 | $50,000 | +4.2% | 596 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $48,000 | – | 596 | – | 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% |