WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,225 | -2.0% | 1,391 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $40,017 | +0.9% | 1,390 | +0.1% | 0.00% | -20.0% |
| Q1 2023 | $39,667 | -15.7% | 1,389 | -16.0% | 0.01% | -16.7% |
| Q4 2022 | $47,046 | -22.9% | 1,654 | -15.7% | 0.01% | -25.0% |
| Q3 2021 | $61,000 | -82.3% | 1,963 | -81.8% | 0.01% | -81.4% |
| Q2 2021 | $344,000 | -3.6% | 10,791 | -5.9% | 0.04% | -14.0% |
| Q1 2021 | $357,000 | +5.6% | 11,473 | -9.6% | 0.05% | 0.0% |
| Q4 2020 | $338,000 | +29.0% | 12,691 | +2.3% | 0.05% | +2.0% |
| Q3 2020 | $262,000 | -0.4% | 12,407 | -0.2% | 0.05% | -7.5% |
| Q2 2020 | $263,000 | +17.9% | 12,431 | +0.4% | 0.05% | -1.9% |
| Q1 2020 | $223,000 | – | 12,384 | – | 0.05% | – |
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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% |