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 | $368,010 | -10.1% | 13,050 | -8.2% | 0.02% | -8.3% |
Q2 2023 | $409,262 | +4.5% | 14,215 | +3.7% | 0.02% | 0.0% |
Q1 2023 | $391,503 | +2.9% | 13,708 | +2.5% | 0.02% | -4.0% |
Q4 2022 | $380,476 | +18.5% | 13,378 | +7.3% | 0.02% | +13.6% |
Q3 2022 | $321,000 | -8.8% | 12,469 | +0.1% | 0.02% | -4.3% |
Q2 2022 | $352,000 | -11.3% | 12,462 | +0.1% | 0.02% | 0.0% |
Q1 2022 | $397,000 | -0.8% | 12,455 | +2.3% | 0.02% | -4.2% |
Q4 2021 | $400,000 | +6.7% | 12,177 | +0.1% | 0.02% | -4.0% |
Q3 2021 | $375,000 | -3.4% | 12,168 | +0.0% | 0.02% | -13.8% |
Q2 2021 | $388,000 | +2.4% | 12,162 | +0.0% | 0.03% | -17.1% |
Q1 2021 | $379,000 | +17.7% | 12,157 | +0.4% | 0.04% | 0.0% |
Q4 2020 | $322,000 | +37.6% | 12,105 | +9.1% | 0.04% | +16.7% |
Q3 2020 | $234,000 | -0.4% | 11,097 | +0.1% | 0.03% | +7.1% |
Q2 2020 | $235,000 | +15.2% | 11,090 | -2.1% | 0.03% | -30.0% |
Q1 2020 | $204,000 | 0.0% | 11,332 | +59.0% | 0.04% | +42.9% |
Q4 2019 | $204,000 | – | 7,129 | – | 0.03% | – |
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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% |