WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,712 | +0.4% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,688 | +13.8% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -58.3% | 200 | -47.1% | 0.00% | – |
| Q4 2021 | $12,000 | -97.6% | 378 | -97.6% | 0.00% | -100.0% |
| Q1 2021 | $501,000 | +211.2% | 16,076 | +80.2% | 0.01% | +14.3% |
| Q1 2020 | $161,000 | +96.3% | 8,923 | +211.2% | 0.01% | +133.3% |
| Q4 2019 | $82,000 | – | 2,867 | – | 0.00% | – |
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% |