WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 253 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,853 | -2.1% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $46,813 | +0.8% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $46,439 | +0.4% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $46,244 | +12.8% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -8.9% | 1,626 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $45,000 | -13.5% | 1,626 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $52,000 | -1.9% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $53,000 | +6.0% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 1,626 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $52,000 | +2.0% | 1,626 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $51,000 | +18.6% | 1,626 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +26.5% | 1,626 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $34,000 | -64.2% | 1,626 | -69.2% | 0.01% | -69.2% |
| Q1 2020 | $95,000 | -26.9% | 5,276 | +16.6% | 0.03% | -18.8% |
| Q4 2019 | $130,000 | +4.8% | 4,526 | 0.0% | 0.03% | +3.2% |
| Q3 2019 | $124,000 | +1.6% | 4,526 | 0.0% | 0.03% | -6.1% |
| Q2 2019 | $122,000 | -2.4% | 4,526 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $125,000 | – | 4,526 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |