WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,974 | -6.0% | 24,148 | -4.0% | 0.09% | -9.6% |
| Q2 2023 | $724,308 | +2.6% | 25,158 | +0.0% | 0.10% | -8.8% |
| Q1 2023 | $706,221 | +2.9% | 25,150 | +4.2% | 0.11% | -14.9% |
| Q4 2022 | $686,485 | +10.5% | 24,138 | +0.0% | 0.13% | +2.3% |
| Q3 2022 | $621,000 | -8.8% | 24,128 | +0.0% | 0.13% | -9.0% |
| Q2 2022 | $681,000 | -15.9% | 24,120 | -4.3% | 0.14% | -2.7% |
| Q1 2022 | $810,000 | -41.6% | 25,206 | -42.2% | 0.15% | -34.2% |
| Q4 2021 | $1,386,000 | -7.9% | 43,573 | -10.4% | 0.22% | -17.0% |
| Q3 2021 | $1,505,000 | 0.0% | 48,630 | 0.0% | 0.27% | 0.0% |
| Q2 2021 | $1,505,000 | -4.6% | 48,630 | -4.0% | 0.27% | -12.9% |
| Q1 2021 | $1,578,000 | +17.1% | 50,667 | 0.0% | 0.31% | +11.5% |
| Q4 2020 | $1,348,000 | -8.8% | 50,667 | -27.7% | 0.28% | -32.1% |
| Q3 2020 | $1,478,000 | -0.5% | 70,121 | 0.0% | 0.41% | -19.4% |
| Q2 2020 | $1,485,000 | +16.3% | 70,121 | -1.0% | 0.51% | +827.3% |
| Q1 2020 | $1,277,000 | -51.0% | 70,840 | -22.1% | 0.06% | -80.0% |
| Q4 2019 | $2,608,000 | -2.2% | 90,923 | -6.7% | 0.28% | -8.0% |
| Q3 2019 | $2,666,000 | +31.3% | 97,423 | +30.0% | 0.30% | -66.1% |
| Q2 2019 | $2,031,000 | -4.7% | 74,923 | -3.2% | 0.88% | -17.2% |
| Q1 2019 | $2,132,000 | +12.3% | 77,423 | 0.0% | 1.07% | -3.6% |
| Q4 2018 | $1,899,000 | -18.3% | 77,423 | -1.0% | 1.11% | -11.1% |
| Q3 2018 | $2,323,000 | +13.3% | 78,203 | +13.1% | 1.24% | +1.4% |
| Q2 2018 | $2,050,000 | -97.8% | 69,140 | +5986.3% | 1.23% | +967.0% |
| Q4 2016 | $93,972,000 | – | 1,136 | – | 0.12% | – |
Download | ||||||
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% |