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 | $651,787 | -9.6% | 23,113 | -8.8% | 0.14% | -16.2% |
| Q2 2023 | $720,841 | 0.0% | 25,346 | 0.0% | 0.17% | -1.1% |
| Q1 2023 | $720,841 | +0.0% | 25,346 | 0.0% | 0.18% | +0.6% |
| Q4 2022 | $720,840 | -1.5% | 25,346 | -4.0% | 0.17% | -7.9% |
| Q3 2022 | $732,000 | -4.9% | 26,405 | -0.2% | 0.19% | -2.1% |
| Q2 2022 | $770,000 | +2.7% | 26,447 | +12.3% | 0.19% | +12.2% |
| Q1 2022 | $750,000 | -31.0% | 23,541 | -28.9% | 0.17% | -33.8% |
| Q4 2021 | $1,087,000 | +417.6% | 33,087 | +386.1% | 0.26% | +372.7% |
| Q3 2021 | $210,000 | +13.5% | 6,807 | +17.6% | 0.06% | +12.2% |
| Q2 2021 | $185,000 | +2.8% | 5,789 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $180,000 | -29.7% | 5,789 | -39.8% | 0.05% | -35.8% |
| Q4 2020 | $256,000 | -40.3% | 9,624 | -52.8% | 0.08% | -3.6% |
| Q3 2020 | $429,000 | -18.6% | 20,370 | -18.1% | 0.08% | -57.8% |
| Q2 2020 | $527,000 | +10.0% | 24,878 | -6.3% | 0.20% | -14.2% |
| Q1 2020 | $479,000 | -9.8% | 26,560 | +43.3% | 0.23% | +7.9% |
| Q4 2019 | $531,000 | +52.6% | 18,532 | +45.8% | 0.22% | +80.7% |
| Q3 2019 | $348,000 | +815.8% | 12,707 | +805.7% | 0.12% | +693.3% |
| Q2 2019 | $38,000 | +40.7% | 1,403 | +40.7% | 0.02% | +36.4% |
| Q1 2019 | $27,000 | +200.0% | 997 | +159.6% | 0.01% | +175.0% |
| Q4 2018 | $9,000 | – | 384 | – | 0.00% | – |
Download | ||||||
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% |