WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,150 | +12.8% | 284,436 | -1.1% | 3.34% | -7.7% |
Q3 2023 | $8,114 | -30.0% | 287,741 | -28.5% | 3.62% | -34.7% |
Q2 2023 | $11,586 | -4.1% | 402,434 | -4.9% | 5.55% | -5.1% |
Q1 2023 | $12,083 | -0.4% | 423,086 | -0.8% | 5.84% | -5.7% |
Q4 2022 | $12,127 | -99.9% | 426,410 | -1.0% | 6.20% | -1.9% |
Q3 2022 | $11,083,000 | -9.5% | 430,557 | -0.8% | 6.32% | -2.9% |
Q2 2022 | $12,247,000 | -10.7% | 433,992 | +0.9% | 6.50% | -1.2% |
Q1 2022 | $13,709,000 | -4.3% | 430,142 | -1.3% | 6.58% | +1.0% |
Q4 2021 | $14,323,000 | +7.5% | 435,875 | +0.8% | 6.51% | -2.9% |
Q3 2021 | $13,327,000 | -6.0% | 432,262 | -2.8% | 6.71% | -6.2% |
Q2 2021 | $14,180,000 | +2.5% | 444,654 | +0.1% | 7.16% | -4.2% |
Q1 2021 | $13,837,000 | +18.8% | 444,211 | +1.4% | 7.47% | +11.9% |
Q4 2020 | $11,648,000 | +29.6% | 437,912 | +2.7% | 6.67% | +12.9% |
Q3 2020 | $8,990,000 | +0.8% | 426,475 | +1.3% | 5.91% | -3.1% |
Q2 2020 | $8,917,000 | +24.5% | 421,029 | +6.0% | 6.10% | +25.5% |
Q1 2020 | $7,161,000 | -35.3% | 397,375 | +3.0% | 4.86% | -35.9% |
Q4 2019 | $11,062,000 | +7.2% | 385,705 | +2.3% | 7.58% | +1.4% |
Q3 2019 | $10,318,000 | +6.7% | 376,971 | +5.7% | 7.48% | +4.0% |
Q2 2019 | $9,670,000 | +4.4% | 356,687 | +6.0% | 7.19% | +3.9% |
Q1 2019 | $9,265,000 | +19.5% | 336,435 | +6.5% | 6.92% | +3.5% |
Q4 2018 | $7,750,000 | -17.3% | 315,929 | +0.2% | 6.68% | -7.6% |
Q3 2018 | $9,367,000 | +0.3% | 315,288 | +0.1% | 7.23% | -4.8% |
Q2 2018 | $9,336,000 | +8.8% | 314,880 | +0.6% | 7.60% | +5.5% |
Q1 2018 | $8,580,000 | -2.5% | 313,153 | +3.4% | 7.20% | +0.7% |
Q4 2017 | $8,798,000 | +1.5% | 302,862 | +193.5% | 7.15% | -4.1% |
Q3 2017 | $8,670,000 | +11.5% | 103,182 | +6.8% | 7.46% | +11.5% |
Q2 2017 | $7,777,000 | -1.2% | 96,628 | -1.1% | 6.69% | -2.0% |
Q1 2017 | $7,873,000 | +2.4% | 97,657 | +5.0% | 6.82% | +3.5% |
Q4 2016 | $7,691,000 | +10.3% | 92,977 | -0.2% | 6.60% | +10.1% |
Q3 2016 | $6,974,000 | +6.8% | 93,146 | +1.9% | 5.99% | +0.3% |
Q2 2016 | $6,533,000 | +8.8% | 91,442 | +4.7% | 5.97% | +5.3% |
Q1 2016 | $6,002,000 | +11.5% | 87,345 | +5.3% | 5.67% | +7.0% |
Q4 2015 | $5,385,000 | +11.0% | 82,933 | +7.7% | 5.30% | +54.9% |
Q3 2015 | $4,853,000 | -5.1% | 77,028 | +6.1% | 3.42% | -13.0% |
Q2 2015 | $5,112,000 | +72.5% | 72,567 | +76.5% | 3.93% | +75.3% |
Q1 2015 | $2,963,000 | +13.6% | 41,109 | +11.8% | 2.24% | +8.3% |
Q4 2014 | $2,608,000 | – | 36,778 | – | 2.07% | – |
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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% |