WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | +66.7% | 331 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 327 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 327 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | +11.1% | 327 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 327 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | -79.1% | 109 | -81.6% | 0.00% | -80.0% |
| Q1 2015 | $43,000 | – | 592 | – | 0.01% | – |
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% |