WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,969,563 | +55.2% | 70,781 | +63.2% | 0.02% | +63.6% |
| Q2 2023 | $1,268,949 | -0.8% | 43,361 | -3.2% | 0.01% | -8.3% |
| Q1 2023 | $1,278,887 | +98427.5% | 44,779 | -1.9% | 0.01% | – |
| Q4 2022 | $1,298 | -99.9% | 45,628 | -5.4% | 0.00% | -100.0% |
| Q3 2022 | $1,242,000 | -8.6% | 48,237 | +0.1% | 0.01% | +16.7% |
| Q2 2022 | $1,359,000 | -14.7% | 48,169 | -3.7% | 0.01% | 0.0% |
| Q1 2022 | $1,593,000 | +102.9% | 49,998 | +109.2% | 0.01% | +100.0% |
| Q4 2021 | $785,000 | -16.7% | 23,899 | -21.8% | 0.01% | 0.0% |
| Q3 2021 | $942,000 | -59.0% | 30,550 | -57.6% | 0.01% | -70.0% |
| Q2 2021 | $2,297,000 | +3.5% | 72,041 | +1.1% | 0.02% | -4.8% |
| Q1 2021 | $2,219,000 | +33.0% | 71,228 | +13.6% | 0.02% | +23.5% |
| Q4 2020 | $1,668,000 | +101.7% | 62,696 | +59.9% | 0.02% | +54.5% |
| Q3 2020 | $827,000 | +7.1% | 39,213 | +7.6% | 0.01% | 0.0% |
| Q2 2020 | $772,000 | -20.5% | 36,460 | -32.3% | 0.01% | -38.9% |
| Q1 2020 | $971,000 | -59.2% | 53,894 | -35.1% | 0.02% | -51.4% |
| Q4 2019 | $2,380,000 | +15.1% | 82,980 | +10.2% | 0.04% | +15.6% |
| Q3 2019 | $2,068,000 | +7.1% | 75,330 | +5.8% | 0.03% | -8.6% |
| Q2 2019 | $1,931,000 | -1.5% | 71,226 | +0.0% | 0.04% | -10.3% |
| Q1 2019 | $1,961,000 | +19.0% | 71,200 | +6.0% | 0.04% | -2.5% |
| Q4 2018 | $1,648,000 | -82.0% | 67,176 | -78.2% | 0.04% | -78.6% |
| Q3 2018 | $9,140,000 | +2040.5% | 307,647 | +2046.4% | 0.19% | +2571.4% |
| Q2 2018 | $427,000 | -61.9% | 14,333 | -64.9% | 0.01% | -84.1% |
| Q1 2018 | $1,120,000 | +98.6% | 40,871 | +111.5% | 0.04% | +83.3% |
| Q4 2017 | $564,000 | -62.3% | 19,328 | +9.5% | 0.02% | -35.1% |
| Q3 2017 | $1,495,000 | +15.2% | 17,651 | +8.7% | 0.04% | +5.7% |
| Q2 2017 | $1,298,000 | +1.1% | 16,241 | -0.3% | 0.04% | -2.8% |
| Q1 2017 | $1,284,000 | +0.6% | 16,284 | +5.4% | 0.04% | -14.3% |
| Q4 2016 | $1,276,000 | +34.2% | 15,455 | +20.4% | 0.04% | +7.7% |
| Q3 2016 | $951,000 | +20.5% | 12,838 | +16.3% | 0.04% | +21.9% |
| Q2 2016 | $789,000 | +11.9% | 11,035 | +7.6% | 0.03% | -5.9% |
| Q1 2016 | $705,000 | -1.7% | 10,259 | -7.0% | 0.03% | 0.0% |
| Q4 2015 | $717,000 | +7.7% | 11,036 | +4.4% | 0.03% | -8.1% |
| Q3 2015 | $666,000 | -17.7% | 10,567 | -8.0% | 0.04% | -2.6% |
| Q2 2015 | $809,000 | +1.9% | 11,483 | +4.2% | 0.04% | -17.4% |
| Q1 2015 | $794,000 | +25.2% | 11,017 | +23.2% | 0.05% | +12.2% |
| Q4 2014 | $634,000 | +12.2% | 8,942 | +2.9% | 0.04% | +5.1% |
| Q3 2014 | $565,000 | +2.4% | 8,694 | +10.4% | 0.04% | -17.0% |
| Q2 2014 | $552,000 | +7.6% | 7,875 | +4.8% | 0.05% | -13.0% |
| Q1 2014 | $513,000 | +0.8% | 7,515 | +0.1% | 0.05% | -5.3% |
| Q4 2013 | $509,000 | – | 7,509 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 341,265 | $9,351,000 | 19.28% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 313,153 | $8,580,000 | 7.20% |
| Starfire Investment Advisers, Inc. | 326,609 | $8,949,000 | 4.66% |
| Seneca House Advisors | 145,267 | $3,980,000 | 3.33% |
| CAPITAL WEALTH MANAGEMENT, LLC | 125,031 | $3,426,000 | 3.21% |
| Fluent Financial, LLC | 143,748 | $3,920,000 | 2.72% |
| Opus Capital Group, LLC | 378,738 | $10,378,000 | 2.61% |
| HC FINANCIAL ADVISORS INC | 79,575 | $2,180,000 | 2.15% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 112,073 | $3,071,000 | 2.03% |
| Private Vista, LLC | 233,709 | $6,404,000 | 1.87% |