WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,197 | -2.0% | 20,858 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $600,503 | +51.0% | 20,858 | +49.2% | 0.01% | +28.6% |
| Q1 2023 | $397,563 | 0.0% | 13,979 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $397,563 | +10.4% | 13,979 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $360,000 | -8.6% | 13,979 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $394,000 | -11.7% | 13,979 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $446,000 | -1.3% | 13,979 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $452,000 | +6.6% | 13,754 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $424,000 | +78.9% | 13,754 | +85.0% | 0.01% | +50.0% |
| Q2 2021 | $237,000 | +2.2% | 7,436 | 0.0% | 0.01% | -45.5% |
| Q1 2021 | $232,000 | +23.4% | 7,436 | -28.7% | 0.01% | -38.9% |
| Q1 2020 | $188,000 | -70.7% | 10,436 | -53.3% | 0.02% | -70.5% |
| Q4 2019 | $641,000 | +5.3% | 22,334 | +0.4% | 0.06% | -7.6% |
| Q3 2019 | $609,000 | +2.9% | 22,245 | +1.8% | 0.07% | +3.1% |
| Q2 2019 | $592,000 | -1.7% | 21,850 | +0.0% | 0.06% | -15.8% |
| Q1 2019 | $602,000 | +12.3% | 21,843 | 0.0% | 0.08% | -7.3% |
| Q4 2018 | $536,000 | -17.4% | 21,843 | 0.0% | 0.08% | -18.0% |
| Q3 2018 | $649,000 | +66.4% | 21,843 | +65.9% | 0.10% | +58.7% |
| Q2 2018 | $390,000 | +80.6% | 13,164 | +76.9% | 0.06% | +40.0% |
| Q4 2017 | $216,000 | -11.1% | 7,443 | +119.7% | 0.04% | -45.8% |
| Q2 2016 | $243,000 | – | 3,388 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |