WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,071 | -1.5% | 13,655 | +0.6% | 0.04% | 0.0% |
| Q2 2023 | $390,968 | +3.2% | 13,580 | +2.3% | 0.04% | -8.9% |
| Q1 2023 | $378,991 | +4.2% | 13,270 | +3.8% | 0.04% | 0.0% |
| Q4 2022 | $363,605 | +14.0% | 12,785 | +3.1% | 0.04% | +12.5% |
| Q3 2022 | $319,000 | -6.5% | 12,405 | +2.6% | 0.04% | -9.1% |
| Q2 2022 | $341,000 | -9.3% | 12,095 | +2.6% | 0.04% | +10.0% |
| Q1 2022 | $376,000 | +36.7% | 11,785 | +40.9% | 0.04% | +37.9% |
| Q4 2021 | $275,000 | +56.2% | 8,365 | +46.5% | 0.03% | +38.1% |
| Q3 2021 | $176,000 | +6.7% | 5,710 | +10.2% | 0.02% | +5.0% |
| Q2 2021 | $165,000 | +12.2% | 5,180 | +9.9% | 0.02% | +5.3% |
| Q1 2021 | $147,000 | +31.2% | 4,715 | +12.3% | 0.02% | +18.8% |
| Q4 2020 | $112,000 | +194.7% | 4,200 | +133.3% | 0.02% | +166.7% |
| Q3 2020 | $38,000 | +65.2% | 1,800 | +64.4% | 0.01% | +50.0% |
| Q2 2020 | $23,000 | – | 1,095 | – | 0.00% | – |
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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% |