WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,425 | -2.6% | 3,207 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $92,865 | -9.6% | 3,226 | -10.3% | 0.01% | -18.2% |
| Q1 2023 | $102,744 | +16.2% | 3,597 | +15.7% | 0.01% | 0.0% |
| Q4 2022 | $88,452 | +2.9% | 3,110 | -7.1% | 0.01% | -8.3% |
| Q3 2022 | $86,000 | -4.4% | 3,348 | +5.4% | 0.01% | -25.0% |
| Q2 2022 | $90,000 | -4.3% | 3,175 | +7.1% | 0.02% | +6.7% |
| Q1 2022 | $94,000 | -27.7% | 2,964 | -24.9% | 0.02% | -28.6% |
| Q4 2021 | $130,000 | -54.2% | 3,948 | -57.1% | 0.02% | -62.5% |
| Q3 2021 | $284,000 | -3.4% | 9,210 | +0.0% | 0.06% | -17.6% |
| Q2 2021 | $294,000 | +415.8% | 9,207 | +401.5% | 0.07% | +300.0% |
| Q1 2021 | $57,000 | +147.8% | 1,836 | +116.3% | 0.02% | +112.5% |
| Q4 2020 | $23,000 | – | 849 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |