WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 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 ↓ |
|---|---|---|---|
| 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% |