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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $333,000 | -26.5% | 11,792 | -17.0% | 0.17% | -18.1% |
| Q1 2022 | $453,000 | -3.2% | 14,207 | -0.2% | 0.20% | -3.3% |
| Q4 2021 | $468,000 | +57.0% | 14,230 | +48.0% | 0.21% | +34.4% |
| Q3 2021 | $298,000 | +16.4% | 9,615 | +19.6% | 0.16% | +12.9% |
| Q2 2021 | $256,000 | +16.9% | 8,039 | +5.3% | 0.14% | -36.8% |
| Q4 2019 | $219,000 | -3.9% | 7,633 | -8.5% | 0.22% | +5.3% |
| Q3 2019 | $228,000 | -41.7% | 8,338 | -42.2% | 0.21% | -45.9% |
| Q2 2019 | $391,000 | -14.6% | 14,427 | -13.3% | 0.39% | -4.5% |
| Q1 2019 | $458,000 | +90.0% | 16,644 | +68.9% | 0.40% | +96.1% |
| Q4 2018 | $241,000 | +12.6% | 9,853 | +33.7% | 0.21% | -14.9% |
| Q4 2017 | $214,000 | – | 7,368 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |