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 | $480,500 | -3.9% | 17,039 | -1.9% | 0.06% | 0.0% |
| Q2 2023 | $500,082 | -12.7% | 17,370 | -13.4% | 0.06% | -19.5% |
| Q1 2023 | $572,914 | -11.4% | 20,060 | -11.7% | 0.08% | -20.6% |
| Q4 2022 | $646,384 | +0.8% | 22,728 | -8.7% | 0.10% | -9.3% |
| Q3 2022 | $641,000 | -20.6% | 24,898 | -13.0% | 0.11% | -17.7% |
| Q2 2022 | $807,000 | -26.3% | 28,613 | -16.7% | 0.13% | -17.7% |
| Q1 2022 | $1,095,000 | -7.4% | 34,368 | -4.4% | 0.16% | -18.1% |
| Q4 2021 | $1,182,000 | -4.1% | 35,963 | -10.1% | 0.19% | -33.0% |
| Q3 2021 | $1,233,000 | -8.3% | 40,008 | -5.1% | 0.29% | -8.6% |
| Q2 2021 | $1,344,000 | +0.3% | 42,158 | -2.0% | 0.32% | -16.2% |
| Q1 2021 | $1,340,000 | +16.9% | 43,033 | -0.1% | 0.38% | +7.7% |
| Q4 2020 | $1,146,000 | +13.2% | 43,093 | -10.3% | 0.35% | -0.9% |
| Q3 2020 | $1,012,000 | -25.1% | 48,028 | -24.7% | 0.35% | -29.9% |
| Q2 2020 | $1,351,000 | +41.6% | 63,788 | +20.5% | 0.50% | +8.4% |
| Q1 2020 | $954,000 | +64.2% | 52,955 | +161.2% | 0.46% | +113.4% |
| Q4 2019 | $581,000 | +4.1% | 20,272 | -0.6% | 0.22% | -7.3% |
| Q3 2019 | $558,000 | +0.4% | 20,387 | -0.6% | 0.23% | -0.8% |
| Q2 2019 | $556,000 | +16.3% | 20,512 | +18.1% | 0.24% | +9.3% |
| Q1 2019 | $478,000 | +104.3% | 17,362 | +82.3% | 0.22% | +70.1% |
| Q4 2018 | $234,000 | -57.5% | 9,522 | -48.6% | 0.13% | -53.3% |
| Q3 2018 | $550,000 | +3.8% | 18,523 | +3.6% | 0.27% | -4.6% |
| Q2 2018 | $530,000 | +13.2% | 17,873 | +4.7% | 0.28% | +7.5% |
| Q1 2018 | $468,000 | -5.5% | 17,063 | +0.2% | 0.26% | -3.3% |
| Q4 2017 | $495,000 | +5.8% | 17,025 | +205.7% | 0.27% | +0.7% |
| Q3 2017 | $468,000 | +7.1% | 5,570 | +2.5% | 0.27% | +0.7% |
| Q2 2017 | $437,000 | +63.1% | 5,435 | +63.2% | 0.27% | +45.9% |
| Q1 2017 | $268,000 | – | 3,330 | – | 0.18% | – |
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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% |