WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |