WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 247 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,057,731 | -2.0% | 37,508 | +0.1% | 0.00% | 0.0% |
Q2 2023 | $1,078,773 | -0.1% | 37,470 | -0.9% | 0.00% | -20.0% |
Q1 2023 | $1,079,960 | +5.1% | 37,814 | +4.6% | 0.01% | 0.0% |
Q4 2022 | $1,027,920 | +7.3% | 36,143 | -2.9% | 0.01% | -16.7% |
Q3 2022 | $958,000 | +46.7% | 37,222 | +60.9% | 0.01% | +50.0% |
Q2 2022 | $653,000 | +26.8% | 23,131 | +43.3% | 0.00% | +33.3% |
Q1 2022 | $515,000 | -31.1% | 16,145 | -29.0% | 0.00% | -40.0% |
Q4 2021 | $747,000 | +6.9% | 22,733 | +0.2% | 0.01% | -16.7% |
Q3 2021 | $699,000 | -5.0% | 22,683 | -1.7% | 0.01% | -14.3% |
Q2 2021 | $736,000 | -17.2% | 23,065 | -19.2% | 0.01% | -30.0% |
Q1 2021 | $889,000 | +19.0% | 28,544 | +1.8% | 0.01% | 0.0% |
Q4 2020 | $747,000 | +76.6% | 28,039 | +40.9% | 0.01% | +42.9% |
Q3 2020 | $423,000 | -39.1% | 19,900 | -40.5% | 0.01% | -36.4% |
Q2 2020 | $695,000 | -38.7% | 33,420 | -50.3% | 0.01% | -56.0% |
Q1 2020 | $1,133,000 | -49.3% | 67,182 | -14.2% | 0.02% | -28.6% |
Q4 2019 | $2,233,000 | +4.7% | 78,327 | +0.6% | 0.04% | -53.3% |
Q3 2019 | $2,132,000 | -3.7% | 77,887 | -4.7% | 0.08% | -8.5% |
Q2 2019 | $2,215,000 | -1.7% | 81,717 | -0.1% | 0.08% | -9.9% |
Q1 2019 | $2,253,000 | +499.2% | 81,793 | +434.1% | 0.09% | +355.0% |
Q4 2018 | $376,000 | -13.0% | 15,315 | +5.3% | 0.02% | +5.3% |
Q3 2018 | $432,000 | +0.2% | 14,540 | 0.0% | 0.02% | -20.8% |
Q2 2018 | $431,000 | +11.4% | 14,540 | +0.9% | 0.02% | 0.0% |
Q1 2018 | $387,000 | -20.5% | 14,415 | -14.0% | 0.02% | -17.2% |
Q4 2017 | $487,000 | -44.1% | 16,770 | -23.0% | 0.03% | -21.6% |
Q3 2017 | $871,000 | – | 21,770 | – | 0.04% | – |
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% |