WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,574 | -2.0% | 8,531 | 0.0% | 0.11% | -8.3% |
| Q2 2023 | $245,607 | -12.4% | 8,531 | -13.1% | 0.12% | -20.0% |
| Q1 2023 | $280,431 | +15.0% | 9,819 | +14.6% | 0.15% | +7.1% |
| Q4 2022 | $243,759 | +5.5% | 8,571 | -4.4% | 0.14% | -2.1% |
| Q3 2022 | $231,000 | -11.2% | 8,970 | -2.8% | 0.14% | -5.9% |
| Q2 2022 | $260,000 | -9.4% | 9,230 | 0.0% | 0.15% | +7.8% |
| Q1 2022 | $287,000 | -5.3% | 9,230 | 0.0% | 0.14% | +10.2% |
| Q4 2021 | $303,000 | +11.8% | 9,230 | +4.9% | 0.13% | -0.8% |
| Q3 2021 | $271,000 | +4.2% | 8,795 | -3.0% | 0.13% | -31.7% |
| Q4 2019 | $260,000 | +4.8% | 9,065 | 0.0% | 0.19% | +3.8% |
| Q3 2019 | $248,000 | +1.2% | 9,065 | +0.3% | 0.18% | -19.8% |
| Q2 2019 | $245,000 | – | 9,040 | – | 0.23% | – |
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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% |