WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 315 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,505,485 | +2.2% | 144,638 | +7.2% | 3.70% | +2.2% |
| Q1 2024 | $4,407,869 | +11.0% | 134,880 | +9.3% | 3.62% | +3.7% |
| Q4 2023 | $3,970,792 | +12.5% | 123,432 | -1.4% | 3.49% | +0.6% |
| Q3 2023 | $3,528,505 | -0.7% | 125,124 | +1.4% | 3.47% | +2.9% |
| Q2 2023 | $3,554,216 | -45.8% | 123,453 | -46.2% | 3.37% | -47.8% |
| Q1 2023 | $6,558,516 | -11.0% | 229,640 | -11.4% | 6.46% | -14.7% |
| Q4 2022 | $7,368,110 | +6.7% | 259,076 | -3.4% | 7.57% | -7.3% |
| Q3 2022 | $6,905,000 | -12.8% | 268,244 | -4.4% | 8.16% | -9.3% |
| Q2 2022 | $7,916,000 | -38.9% | 280,504 | -31.0% | 9.00% | -28.2% |
| Q1 2022 | $12,955,000 | +1.7% | 406,500 | +4.9% | 12.53% | +2.3% |
| Q4 2021 | $12,735,000 | – | 387,553 | – | 12.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 97,657 | $7,873,000 | 6.82% |
| Cranberry Lake Advisors LLC | 113,755 | $9,171,000 | 6.14% |
| Starfire Investment Advisers, Inc. | 109,475 | $8,739,402,000 | 4.71% |
| TMD & ASSOCIATES, INC | 51,680 | $4,166,000 | 3.83% |
| Private Vista, LLC | 163,755 | $13,391,000 | 3.33% |
| Jacobus Wealth Management, Inc. | 95,353 | $7,687,000 | 2.16% |
| INSPIRION WEALTH ADVISORS, LLC | 39,924 | $3,219,000 | 1.82% |
| PALLADIUM PARTNERS LLC | 259,214 | $20,898,000 | 1.68% |
| AJ WEALTH STRATEGIES, LLC | 45,640 | $3,680,000 | 1.60% |
| Evanson Asset Management, LLC | 76,561 | $6,172,000 | 1.52% |