WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,155,075 | -6.0% | 111,882 | -4.1% | 0.03% | -3.6% |
| Q2 2023 | $3,357,773 | -16.1% | 116,630 | -16.7% | 0.03% | -20.0% |
| Q1 2023 | $4,000,133 | +21.8% | 140,061 | +21.3% | 0.04% | +16.7% |
| Q4 2022 | $3,284,124 | +170.7% | 115,476 | +145.1% | 0.03% | +25.0% |
| Q3 2022 | $1,213,000 | +16.1% | 47,106 | +27.2% | 0.02% | +41.2% |
| Q2 2022 | $1,045,000 | -12.2% | 37,025 | -0.9% | 0.02% | 0.0% |
| Q1 2022 | $1,190,000 | -6.2% | 37,354 | -3.2% | 0.02% | -5.6% |
| Q4 2021 | $1,268,000 | +9.3% | 38,597 | +2.6% | 0.02% | 0.0% |
| Q3 2021 | $1,160,000 | +15.7% | 37,613 | +19.6% | 0.02% | +12.5% |
| Q2 2021 | $1,003,000 | +14.1% | 31,447 | +11.5% | 0.02% | -5.9% |
| Q1 2021 | $879,000 | +20.9% | 28,204 | +3.2% | 0.02% | +21.4% |
| Q4 2020 | $727,000 | +187.4% | 27,337 | +194.1% | 0.01% | -57.6% |
| Q2 2019 | $253,000 | +2.0% | 9,296 | +4.0% | 0.03% | -5.7% |
| Q1 2019 | $248,000 | +21.6% | 8,938 | +8.1% | 0.04% | +6.1% |
| Q4 2018 | $204,000 | -45.5% | 8,269 | -34.1% | 0.03% | -38.9% |
| Q3 2018 | $374,000 | – | 12,556 | – | 0.05% | – |
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% |