WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $248,566 | -5.1% | 8,740 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $262,000 | -2.2% | 8,740 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $268,000 | -6.0% | 8,740 | -11.2% | 0.03% | -13.2% |
| Q1 2022 | $285,000 | -10.7% | 9,839 | +1.4% | 0.04% | +8.6% |
| Q4 2021 | $319,000 | +7.4% | 9,699 | +4.9% | 0.04% | +2.9% |
| Q3 2021 | $297,000 | +8.4% | 9,250 | +4.6% | 0.03% | +6.2% |
| Q2 2021 | $274,000 | -2.8% | 8,843 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $282,000 | +8.9% | 8,843 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $259,000 | +2.8% | 8,843 | +0.6% | 0.03% | -15.0% |
| Q4 2019 | $252,000 | +4.6% | 8,787 | 0.0% | 0.04% | -4.8% |
| Q3 2019 | $241,000 | +0.4% | 8,787 | -0.8% | 0.04% | -2.3% |
| Q2 2019 | $240,000 | -1.6% | 8,862 | 0.0% | 0.04% | -4.4% |
| Q1 2019 | $244,000 | +12.4% | 8,862 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $217,000 | -17.5% | 8,862 | 0.0% | 0.04% | -13.5% |
| Q3 2018 | $263,000 | 0.0% | 8,862 | 0.0% | 0.05% | -7.1% |
| Q2 2018 | $263,000 | +17.4% | 8,862 | +8.6% | 0.06% | +14.3% |
| Q1 2018 | $224,000 | -3.0% | 8,162 | +2.5% | 0.05% | 0.0% |
| Q4 2017 | $231,000 | +3.6% | 7,962 | +200.0% | 0.05% | -2.0% |
| Q3 2017 | $223,000 | -24.4% | 2,654 | -43.3% | 0.05% | -49.0% |
| Q3 2015 | $295,000 | -36.4% | 4,678 | -29.0% | 0.10% | -32.9% |
| Q2 2015 | $464,000 | – | 6,591 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |