WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 315 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $958,672 | -11.9% | 30,776 | -7.5% | 0.05% | -15.5% |
| Q1 2024 | $1,087,885 | -7.7% | 33,289 | -9.1% | 0.06% | -14.7% |
| Q4 2023 | $1,178,516 | +16.4% | 36,634 | +2.0% | 0.07% | -1.4% |
| Q3 2023 | $1,012,521 | -3.2% | 35,905 | -1.2% | 0.07% | -5.5% |
| Q2 2023 | $1,046,229 | -7.9% | 36,340 | -8.6% | 0.07% | -15.1% |
| Q1 2023 | $1,135,974 | -2.8% | 39,775 | -3.2% | 0.09% | -13.1% |
| Q4 2022 | $1,168,457 | +5.3% | 41,085 | -4.7% | 0.10% | -3.9% |
| Q3 2022 | $1,110,000 | -10.7% | 43,130 | -2.1% | 0.10% | -5.5% |
| Q2 2022 | $1,243,000 | -17.9% | 44,045 | -7.3% | 0.11% | -6.0% |
| Q1 2022 | $1,514,000 | -10.3% | 47,517 | -7.5% | 0.12% | -11.5% |
| Q4 2021 | $1,688,000 | -6.0% | 51,374 | -11.8% | 0.13% | -16.6% |
| Q3 2021 | $1,796,000 | -19.3% | 58,255 | -16.6% | 0.16% | -19.9% |
| Q2 2021 | $2,226,000 | +1.9% | 69,812 | -15.0% | 0.20% | -15.5% |
| Q4 2020 | $2,185,000 | -7.5% | 82,136 | -26.7% | 0.23% | -11.1% |
| Q3 2020 | $2,362,000 | -17.1% | 112,035 | -16.7% | 0.26% | -26.3% |
| Q2 2020 | $2,849,000 | +1.6% | 134,500 | -13.6% | 0.35% | -15.5% |
| Q1 2020 | $2,805,000 | -83.2% | 155,680 | -73.3% | 0.42% | -77.2% |
| Q4 2019 | $16,726,000 | +2.5% | 583,196 | -2.2% | 1.84% | -8.5% |
| Q3 2019 | $16,321,000 | +1.3% | 596,292 | +0.4% | 2.01% | +1.2% |
| Q2 2019 | $16,104,000 | – | 594,026 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 104,100 | $8,611,000 | 7.82% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 270,624 | $22,386,000 | 6.83% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 92,977 | $7,691,000 | 6.60% |
| FundX Investment Group, LLC | 218,332 | $18,060,000 | 6.32% |
| Cranberry Lake Advisors LLC | 108,755 | $8,996,000 | 5.71% |
| Private Vista, LLC | 225,270 | $18,152,000 | 5.29% |
| Starfire Investment Advisers, Inc. | 108,947 | $9,012,178,000 | 5.14% |
| Pointe Capital Management LLC | 108,947 | $9,012,178,000 | 5.14% |
| TMD & ASSOCIATES, INC | 49,485 | $4,093,000 | 3.55% |
| Live Your Vision, LLC | 87,499 | $7,238,000 | 3.08% |