WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 294 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $771,184 | -3.0% | 24,757 | +1.8% | 0.07% | -5.7% |
| Q1 2024 | $794,657 | -18.7% | 24,316 | -19.9% | 0.07% | -29.3% |
| Q4 2023 | $977,011 | +14.2% | 30,370 | +0.1% | 0.10% | +3.1% |
| Q3 2023 | $855,476 | -0.8% | 30,336 | +1.2% | 0.10% | +10.3% |
| Q2 2023 | $862,624 | +4.4% | 29,963 | +3.6% | 0.09% | -4.4% |
| Q1 2023 | $826,327 | +5.1% | 28,933 | +4.6% | 0.09% | -5.2% |
| Q4 2022 | $786,309 | +19.1% | 27,648 | +7.9% | 0.10% | +11.6% |
| Q3 2022 | $660,000 | -7.3% | 25,623 | +1.5% | 0.09% | -2.3% |
| Q2 2022 | $712,000 | +125.3% | 25,233 | +154.8% | 0.09% | +125.6% |
| Q1 2022 | $316,000 | +4.6% | 9,902 | +7.6% | 0.04% | +8.3% |
| Q4 2021 | $302,000 | +15.3% | 9,202 | +8.4% | 0.04% | +5.9% |
| Q3 2021 | $262,000 | -3.7% | 8,490 | -0.4% | 0.03% | -8.1% |
| Q2 2021 | $272,000 | +115.9% | 8,520 | +42.3% | 0.04% | +60.9% |
| Q3 2020 | $126,000 | -71.2% | 5,989 | -75.3% | 0.02% | -77.9% |
| Q1 2020 | $437,000 | – | 24,237 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |