WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,364,288 | -2.7% | 48,379 | -0.6% | 0.27% | -1.1% |
Q2 2023 | $1,401,468 | -1.3% | 48,679 | -2.1% | 0.27% | -5.6% |
Q1 2023 | $1,420,432 | -0.5% | 49,735 | -0.9% | 0.28% | -5.6% |
Q4 2022 | $1,426,977 | +9.8% | 50,175 | -0.7% | 0.30% | +3.1% |
Q3 2022 | $1,300,000 | -27.1% | 50,517 | -20.1% | 0.29% | -25.1% |
Q2 2022 | $1,783,000 | -11.5% | 63,196 | -0.1% | 0.39% | -5.1% |
Q1 2022 | $2,015,000 | -5.4% | 63,233 | -2.4% | 0.41% | -8.2% |
Q4 2021 | $2,130,000 | +33.4% | 64,811 | +25.1% | 0.45% | +22.3% |
Q3 2021 | $1,597,000 | -5.7% | 51,808 | -2.4% | 0.37% | -12.0% |
Q2 2021 | $1,694,000 | +2.4% | 53,107 | 0.0% | 0.42% | -4.8% |
Q1 2021 | $1,654,000 | +16.9% | 53,107 | -0.1% | 0.44% | +10.1% |
Q4 2020 | $1,415,000 | +21.1% | 53,184 | -4.0% | 0.40% | -0.7% |
Q3 2020 | $1,168,000 | -52.0% | 55,414 | -51.7% | 0.40% | -58.0% |
Q2 2020 | $2,431,000 | +11.2% | 114,772 | -5.4% | 0.95% | -11.6% |
Q1 2020 | $2,187,000 | -39.3% | 121,375 | -3.4% | 1.08% | -11.3% |
Q4 2019 | $3,603,000 | +3.4% | 125,617 | -1.3% | 1.22% | -20.3% |
Q3 2019 | $3,484,000 | -0.5% | 127,282 | -1.4% | 1.53% | +1.0% |
Q2 2019 | $3,500,000 | -1.3% | 129,117 | +0.3% | 1.51% | -3.8% |
Q1 2019 | $3,546,000 | +10.1% | 128,772 | -1.9% | 1.57% | -2.4% |
Q4 2018 | $3,221,000 | -9.1% | 131,316 | +10.1% | 1.61% | +7.0% |
Q3 2018 | $3,544,000 | +0.4% | 119,280 | +0.2% | 1.50% | -9.6% |
Q2 2018 | $3,529,000 | +7.6% | 119,018 | -0.5% | 1.66% | +3.7% |
Q1 2018 | $3,279,000 | -6.9% | 119,676 | -1.3% | 1.60% | -6.3% |
Q4 2017 | $3,523,000 | +3.4% | 121,287 | +199.0% | 1.71% | -1.0% |
Q3 2017 | $3,408,000 | +4.0% | 40,560 | -0.4% | 1.73% | -2.9% |
Q2 2017 | $3,277,000 | +1.8% | 40,721 | +2.0% | 1.78% | -2.3% |
Q1 2017 | $3,219,000 | -4.1% | 39,924 | -1.6% | 1.82% | -14.5% |
Q4 2016 | $3,357,000 | +36.7% | 40,586 | +24.4% | 2.13% | +33.7% |
Q3 2016 | $2,455,000 | +3.8% | 32,637 | -1.1% | 1.59% | +3.0% |
Q2 2016 | $2,364,000 | +5.7% | 32,990 | +1.3% | 1.54% | -1.5% |
Q1 2016 | $2,237,000 | +11.5% | 32,553 | +5.4% | 1.57% | +6.5% |
Q4 2015 | $2,006,000 | +2.9% | 30,892 | -0.2% | 1.47% | -4.4% |
Q3 2015 | $1,950,000 | -6.0% | 30,945 | +5.1% | 1.54% | +0.4% |
Q2 2015 | $2,074,000 | -2.5% | 29,442 | -0.3% | 1.53% | -10.4% |
Q1 2015 | $2,128,000 | -1.0% | 29,521 | -2.6% | 1.71% | -14.0% |
Q4 2014 | $2,149,000 | – | 30,298 | – | 1.99% | – |
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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% |