WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $366,885 | -16.8% | 11,778 | -12.7% | 0.04% | -19.1% |
Q1 2024 | $440,755 | -6.9% | 13,487 | -8.3% | 0.05% | -14.5% |
Q4 2023 | $473,349 | -1.5% | 14,714 | -13.6% | 0.06% | -11.3% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |