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 | $102,113 | -2.0% | 3,621 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $104,249 | -39.0% | 3,621 | -39.5% | 0.01% | -43.8% |
| Q1 2023 | $171,005 | +66.1% | 5,988 | +65.4% | 0.02% | +45.5% |
| Q4 2022 | $102,981 | +10.7% | 3,621 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $93,000 | -8.8% | 3,621 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $102,000 | -11.3% | 3,621 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $115,000 | +2.7% | 3,621 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $112,000 | -2.6% | 3,621 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $115,000 | +1.8% | 3,621 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $113,000 | +17.7% | 3,621 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $96,000 | +26.3% | 3,621 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $76,000 | -1.3% | 3,621 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $77,000 | -55.0% | 3,621 | -61.8% | 0.01% | -62.1% |
| Q1 2020 | $171,000 | -37.1% | 9,477 | 0.0% | 0.03% | -29.3% |
| Q4 2019 | $272,000 | +5.0% | 9,477 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $259,000 | +0.8% | 9,477 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $257,000 | -1.5% | 9,477 | 0.0% | 0.04% | -6.7% |
| Q1 2019 | $261,000 | +12.5% | 9,477 | 0.0% | 0.04% | +2.3% |
| Q4 2018 | $232,000 | -38.1% | 9,477 | -24.8% | 0.04% | -33.3% |
| Q3 2018 | $375,000 | +0.3% | 12,609 | 0.0% | 0.07% | -8.3% |
| Q2 2018 | $374,000 | +43.8% | 12,609 | +33.0% | 0.07% | +41.2% |
| Q1 2018 | $260,000 | +147.6% | 9,477 | +161.7% | 0.05% | +168.4% |
| Q4 2017 | $105,000 | +4.0% | 3,621 | +200.0% | 0.02% | -5.0% |
| Q3 2017 | $101,000 | +4.1% | 1,207 | 0.0% | 0.02% | +5.3% |
| Q2 2017 | $97,000 | 0.0% | 1,207 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $97,000 | -3.0% | 1,207 | 0.0% | 0.02% | -9.1% |
| Q4 2016 | $100,000 | +9.9% | 1,207 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $91,000 | +5.8% | 1,207 | 0.0% | 0.02% | +4.8% |
| Q2 2016 | $86,000 | +3.6% | 1,207 | 0.0% | 0.02% | -4.5% |
| Q1 2016 | $83,000 | +6.4% | 1,207 | 0.0% | 0.02% | +4.8% |
| Q4 2015 | $78,000 | +2.6% | 1,207 | 0.0% | 0.02% | +10.5% |
| Q3 2015 | $76,000 | -10.6% | 1,207 | 0.0% | 0.02% | -9.5% |
| Q2 2015 | $85,000 | -2.3% | 1,207 | 0.0% | 0.02% | -4.5% |
| Q1 2015 | $87,000 | +1.2% | 1,207 | 0.0% | 0.02% | -8.3% |
| Q4 2014 | $86,000 | +4.9% | 1,207 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $82,000 | 0.0% | 1,207 | 0.0% | 0.02% | -7.7% |
| Q2 2014 | $82,000 | 0.0% | 1,207 | 0.0% | 0.03% | -7.1% |
| Q1 2014 | $82,000 | 0.0% | 1,207 | 0.0% | 0.03% | -3.4% |
| Q4 2013 | $82,000 | +811.1% | 1,207 | +828.5% | 0.03% | +480.0% |
| Q3 2013 | $9,000 | – | 130 | – | 0.01% | – |
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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% |