WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,082,703 | -10.0% | 1,598,677 | -8.1% | 0.06% | -10.4% |
Q2 2023 | $50,088,924 | +3.4% | 1,739,803 | +2.6% | 0.07% | -4.3% |
Q1 2023 | $48,446,401 | -1.1% | 1,696,303 | -1.5% | 0.07% | -5.4% |
Q4 2022 | $48,996,522 | +11.5% | 1,722,803 | +0.9% | 0.07% | -2.6% |
Q3 2022 | $43,943,000 | -4.4% | 1,707,186 | +4.8% | 0.08% | 0.0% |
Q2 2022 | $45,973,000 | -8.6% | 1,629,092 | +3.2% | 0.08% | -2.6% |
Q1 2022 | $50,324,000 | +1.1% | 1,579,034 | +4.2% | 0.08% | -2.5% |
Q4 2021 | $49,797,000 | +6.7% | 1,515,442 | +0.1% | 0.08% | -3.6% |
Q3 2021 | $46,665,000 | +2.8% | 1,513,629 | +6.3% | 0.08% | +2.5% |
Q2 2021 | $45,408,000 | -5.2% | 1,423,907 | -7.4% | 0.08% | -16.5% |
Q1 2021 | $47,923,000 | +16.3% | 1,538,464 | -0.7% | 0.10% | +6.6% |
Q4 2020 | $41,217,000 | +18.7% | 1,549,494 | -6.0% | 0.09% | 0.0% |
Q3 2020 | $34,736,000 | +4.5% | 1,647,814 | +5.0% | 0.09% | -5.2% |
Q2 2020 | $33,245,000 | +21.6% | 1,569,619 | +3.4% | 0.10% | -1.0% |
Q1 2020 | $27,343,000 | -27.2% | 1,517,389 | +15.8% | 0.10% | -14.2% |
Q4 2019 | $37,570,000 | +14.8% | 1,309,961 | +9.6% | 0.11% | +5.6% |
Q3 2019 | $32,717,000 | +7.3% | 1,195,366 | +6.3% | 0.11% | +3.9% |
Q2 2019 | $30,492,000 | +2.5% | 1,124,752 | +4.1% | 0.10% | -3.7% |
Q1 2019 | $29,757,000 | +20.6% | 1,080,475 | +7.4% | 0.11% | +5.9% |
Q4 2018 | $24,678,000 | -13.3% | 1,006,004 | +5.0% | 0.10% | -4.7% |
Q3 2018 | $28,472,000 | +6.7% | 958,337 | +6.5% | 0.11% | +1.0% |
Q2 2018 | $26,676,000 | +18.9% | 899,687 | +9.9% | 0.10% | +15.4% |
Q1 2018 | $22,427,000 | -2.9% | 818,511 | +3.0% | 0.09% | -9.0% |
Q4 2017 | $23,093,000 | +3.2% | 794,952 | +198.5% | 0.10% | -3.8% |
Q3 2017 | $22,377,000 | +3.3% | 266,296 | -1.0% | 0.10% | -5.5% |
Q2 2017 | $21,652,000 | +4.4% | 269,034 | +4.6% | 0.11% | -2.7% |
Q1 2017 | $20,734,000 | -0.9% | 257,177 | +1.7% | 0.11% | -11.0% |
Q4 2016 | $20,913,000 | +9.4% | 252,816 | -0.5% | 0.13% | +4.1% |
Q3 2016 | $19,116,000 | +48.2% | 254,177 | +41.2% | 0.12% | +31.2% |
Q2 2016 | $12,896,000 | +8.9% | 179,955 | +4.5% | 0.09% | +1.1% |
Q1 2016 | $11,837,000 | +20.5% | 172,249 | +13.9% | 0.09% | +13.6% |
Q4 2015 | $9,821,000 | +5.9% | 151,243 | +2.8% | 0.08% | -1.2% |
Q3 2015 | $9,270,000 | -9.4% | 147,146 | +1.3% | 0.08% | -11.8% |
Q2 2015 | $10,232,000 | +0.6% | 145,262 | +3.0% | 0.09% | -3.1% |
Q1 2015 | $10,169,000 | +2.8% | 141,085 | +0.8% | 0.10% | -6.8% |
Q4 2014 | $9,896,000 | +32.8% | 140,024 | +22.0% | 0.10% | +19.8% |
Q3 2014 | $7,451,000 | +0.5% | 114,743 | +8.4% | 0.09% | -10.4% |
Q2 2014 | $7,415,000 | +35.1% | 105,880 | +31.7% | 0.10% | +15.7% |
Q1 2014 | $5,489,000 | +15.9% | 80,416 | +15.1% | 0.08% | +2.5% |
Q4 2013 | $4,738,000 | +26.8% | 69,893 | +17.2% | 0.08% | +9.5% |
Q3 2013 | $3,736,000 | +62.2% | 59,648 | +51.0% | 0.07% | +37.0% |
Q2 2013 | $2,304,000 | – | 39,491 | – | 0.05% | – |
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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% |