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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $584,920 | +103.8% | 20,567 | +116.4% | 0.04% | +120.0% |
| Q4 2020 | $287,000 | +39.3% | 9,502 | +32.6% | 0.02% | -9.1% |
| Q4 2019 | $206,000 | +1.5% | 7,167 | -4.1% | 0.02% | -8.3% |
| Q2 2019 | $203,000 | -63.7% | 7,473 | -63.2% | 0.02% | -65.7% |
| Q1 2019 | $559,000 | -0.2% | 20,293 | -11.2% | 0.07% | -7.9% |
| Q4 2018 | $560,000 | -19.9% | 22,840 | -3.0% | 0.08% | -2.6% |
| Q3 2018 | $699,000 | -2.1% | 23,548 | -2.0% | 0.08% | -9.3% |
| Q2 2018 | $714,000 | +167.4% | 24,027 | +146.6% | 0.09% | +145.7% |
| Q1 2018 | $267,000 | -28.2% | 9,742 | -24.0% | 0.04% | -31.4% |
| Q4 2017 | $372,000 | – | 12,812 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,182 | $8,670,000 | 7.46% |
| Cranberry Lake Advisors LLC | 113,755 | $9,559,000 | 6.05% |
| Starfire Investment Advisers, Inc. | 110,768 | $9,307,000 | 5.64% |
| TMD & ASSOCIATES, INC | 51,393 | $4,319,000 | 4.00% |
| Opus Capital Group, LLC | 132,423 | $11,128,000 | 2.53% |
| Jacobus Wealth Management, Inc. | 107,348 | $9,020,000 | 2.36% |
| Private Vista, LLC | 110,397 | $9,277,000 | 2.03% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31,896 | $2,680,000 | 1.89% |
| INSPIRION WEALTH ADVISORS, LLC | 40,560 | $3,408,000 | 1.73% |
| PALLADIUM PARTNERS LLC | 267,441 | $22,474,000 | 1.71% |