WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $484,383 | -1.3% | 15,550 | +3.6% | 0.04% | -2.3% |
| Q1 2024 | $490,527 | +34.1% | 15,010 | +32.0% | 0.04% | +22.9% |
| Q4 2023 | $365,773 | -5.0% | 11,370 | -16.7% | 0.04% | -14.6% |
| 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 ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |