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 | $410,959 | -5.4% | 14,573 | -3.4% | 0.13% | -0.8% |
| Q2 2023 | $434,240 | +6.8% | 15,083 | +6.0% | 0.13% | +3.2% |
| Q1 2023 | $406,495 | +77475.4% | 14,233 | -22.7% | 0.13% | -25.4% |
| Q4 2022 | $524 | -99.9% | 18,413 | +1.3% | 0.17% | +4.3% |
| Q3 2022 | $468,000 | -9.5% | 18,180 | -0.7% | 0.16% | -0.6% |
| Q2 2022 | $517,000 | -12.1% | 18,300 | -0.8% | 0.16% | +4.5% |
| Q1 2022 | $588,000 | -3.0% | 18,455 | +0.0% | 0.16% | +1.3% |
| Q4 2021 | $606,000 | +8.8% | 18,446 | +2.1% | 0.15% | -1.9% |
| Q3 2021 | $557,000 | -4.3% | 18,066 | -1.0% | 0.16% | -3.7% |
| Q2 2021 | $582,000 | +6.0% | 18,256 | +3.5% | 0.16% | +0.6% |
| Q1 2021 | $549,000 | +16.6% | 17,645 | -0.3% | 0.16% | +10.2% |
| Q4 2020 | $471,000 | +28.0% | 17,705 | +1.5% | 0.15% | +19.5% |
| Q3 2020 | $368,000 | -1.9% | 17,441 | -1.6% | 0.12% | -7.5% |
| Q2 2020 | $375,000 | -55.4% | 17,722 | -62.0% | 0.13% | -62.2% |
| Q1 2020 | $840,000 | -31.6% | 46,588 | +8.8% | 0.35% | -11.3% |
| Q4 2019 | $1,228,000 | -34.8% | 42,820 | -37.7% | 0.40% | -35.7% |
| Q3 2019 | $1,882,000 | -17.7% | 68,757 | -18.5% | 0.62% | -18.1% |
| Q2 2019 | $2,287,000 | +3.3% | 84,354 | +4.9% | 0.75% | +2.3% |
| Q1 2019 | $2,214,000 | +5.3% | 80,404 | -6.2% | 0.74% | -5.0% |
| Q4 2018 | $2,103,000 | -14.7% | 85,730 | +3.3% | 0.78% | -3.0% |
| Q3 2018 | $2,465,000 | -4.8% | 82,979 | -4.9% | 0.80% | -9.9% |
| Q2 2018 | $2,588,000 | +5.4% | 87,295 | -2.6% | 0.89% | +4.6% |
| Q1 2018 | $2,456,000 | -9.3% | 89,660 | -3.8% | 0.85% | -12.6% |
| Q4 2017 | $2,707,000 | – | 93,172 | – | 0.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |