WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,599,622 | -0.1% | 127,646 | +2.0% | 0.14% | -2.8% |
Q2 2023 | $3,602,778 | +4.0% | 125,140 | +3.2% | 0.14% | -3.3% |
Q1 2023 | $3,464,748 | +3.7% | 121,315 | +3.2% | 0.15% | -4.5% |
Q4 2022 | $3,342,536 | +13.8% | 117,529 | +3.0% | 0.16% | +1.9% |
Q3 2022 | $2,938,000 | +0.1% | 114,126 | +9.8% | 0.15% | 0.0% |
Q2 2022 | $2,934,000 | -13.1% | 103,962 | -1.8% | 0.15% | -8.3% |
Q1 2022 | $3,375,000 | -3.3% | 105,899 | -0.2% | 0.17% | -3.4% |
Q4 2021 | $3,489,000 | +5.5% | 106,156 | -1.0% | 0.17% | -7.4% |
Q3 2021 | $3,306,000 | +0.9% | 107,241 | +4.4% | 0.19% | -5.1% |
Q2 2021 | $3,275,000 | +17.0% | 102,685 | +14.3% | 0.20% | -11.6% |
Q1 2021 | $2,798,000 | +24.1% | 89,810 | +6.0% | 0.22% | +30.2% |
Q4 2020 | $2,254,000 | +23.6% | 84,738 | -2.1% | 0.17% | +10.3% |
Q3 2020 | $1,824,000 | +0.3% | 86,543 | +0.8% | 0.16% | -8.2% |
Q2 2020 | $1,818,000 | +31.5% | 85,835 | +11.9% | 0.17% | +12.6% |
Q1 2020 | $1,382,000 | -44.7% | 76,686 | -12.0% | 0.15% | -45.1% |
Q4 2019 | $2,500,000 | +12.7% | 87,183 | +7.6% | 0.28% | +2.2% |
Q3 2019 | $2,218,000 | +13.0% | 81,020 | +11.9% | 0.27% | +5.1% |
Q2 2019 | $1,963,000 | +19.3% | 72,417 | +21.2% | 0.26% | +7.1% |
Q1 2019 | $1,646,000 | +33.8% | 59,751 | +19.2% | 0.24% | +14.4% |
Q4 2018 | $1,230,000 | -26.8% | 50,134 | -11.4% | 0.21% | -29.9% |
Q3 2018 | $1,681,000 | +4.9% | 56,564 | +4.7% | 0.30% | -0.7% |
Q2 2018 | $1,603,000 | +11.1% | 54,050 | +2.7% | 0.30% | +5.3% |
Q1 2018 | $1,443,000 | -8.4% | 52,650 | -2.9% | 0.28% | -15.7% |
Q4 2017 | $1,575,000 | +11.9% | 54,228 | +223.9% | 0.34% | +4.0% |
Q3 2017 | $1,407,000 | +13.3% | 16,743 | +8.5% | 0.32% | +7.6% |
Q2 2017 | $1,242,000 | +12.3% | 15,437 | +12.6% | 0.30% | +9.4% |
Q1 2017 | $1,106,000 | +2.7% | 13,713 | +5.4% | 0.28% | +4.5% |
Q4 2016 | $1,077,000 | +52.8% | 13,016 | +38.9% | 0.26% | +43.5% |
Q3 2016 | $705,000 | +42.4% | 9,374 | +35.6% | 0.18% | +41.5% |
Q2 2016 | $495,000 | +17.3% | 6,911 | +12.4% | 0.13% | +27.5% |
Q1 2016 | $422,000 | -7.9% | 6,146 | -12.9% | 0.10% | -8.1% |
Q4 2015 | $458,000 | +5.0% | 7,060 | +2.0% | 0.11% | +7.8% |
Q3 2015 | $436,000 | +5.3% | 6,919 | +17.7% | 0.10% | +7.3% |
Q2 2015 | $414,000 | -1.2% | 5,878 | +1.1% | 0.10% | -4.0% |
Q1 2015 | $419,000 | -4.3% | 5,816 | -5.9% | 0.10% | -6.5% |
Q4 2014 | $438,000 | +9.2% | 6,182 | +0.1% | 0.11% | +10.3% |
Q3 2014 | $401,000 | -13.6% | 6,178 | -6.7% | 0.10% | -15.7% |
Q2 2014 | $464,000 | +2.0% | 6,624 | -0.5% | 0.12% | -4.2% |
Q1 2014 | $455,000 | +7.3% | 6,659 | +6.5% | 0.12% | 0.0% |
Q4 2013 | $424,000 | -17.0% | 6,252 | -23.3% | 0.12% | -25.0% |
Q3 2013 | $511,000 | +12.8% | 8,154 | +5.0% | 0.16% | +6.0% |
Q2 2013 | $453,000 | – | 7,763 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,182 | $8,670,000 | 7.46% |
Cranberry Lake Advisors LLC | 113,755 | $9,559,000 | 6.05% |
Starfire Investment Advisers, Inc. | 110,768 | $9,307,000 | 5.64% |
TMD & ASSOCIATES, INC | 51,393 | $4,319,000 | 4.00% |
Opus Capital Group, LLC | 132,423 | $11,128,000 | 2.53% |
Jacobus Wealth Management, Inc. | 107,348 | $9,020,000 | 2.36% |
Private Vista, LLC | 110,397 | $9,277,000 | 2.03% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31,896 | $2,680,000 | 1.89% |
INSPIRION WEALTH ADVISORS, LLC | 40,560 | $3,408,000 | 1.73% |
PALLADIUM PARTNERS LLC | 267,441 | $22,474,000 | 1.71% |