WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,265 | +4.0% | 10,364 | +6.2% | 0.02% | -15.4% |
| Q2 2023 | $281,048 | -7.3% | 9,762 | -8.0% | 0.03% | +36.8% |
| Q1 2023 | $303,136 | +15.2% | 10,614 | +14.7% | 0.02% | -26.9% |
| Q4 2022 | $263,127 | +11.5% | 9,252 | +28.8% | 0.03% | +8.3% |
| Q4 2021 | $236,000 | +11.3% | 7,181 | +8.3% | 0.02% | -11.1% |
| Q3 2021 | $212,000 | -66.8% | 6,631 | -66.9% | 0.03% | -69.7% |
| Q2 2021 | $639,000 | +22.6% | 20,048 | +19.8% | 0.09% | 0.0% |
| Q1 2021 | $521,000 | +883.0% | 16,728 | +661.7% | 0.09% | +287.0% |
| Q4 2018 | $53,000 | +1.9% | 2,196 | +15.8% | 0.02% | -4.2% |
| Q1 2018 | $52,000 | -5.5% | 1,896 | 0.0% | 0.02% | -4.0% |
| Q4 2017 | $55,000 | – | 1,896 | – | 0.02% | – |
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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% |