WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $62,538 | +14.1% | 1,944 | 0.0% | 0.02% | +11.8% |
| Q3 2023 | $54,821 | -2.0% | 1,944 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $55,968 | +0.8% | 1,944 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $55,521 | +0.4% | 1,944 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $55,287 | +10.6% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $50,000 | -9.1% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $55,000 | -11.3% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $62,000 | -3.1% | 1,944 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $64,000 | +6.7% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $60,000 | -3.2% | 1,944 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $62,000 | +1.6% | 1,944 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $61,000 | +19.6% | 1,944 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $51,000 | +27.5% | 1,944 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $40,000 | -2.4% | 1,944 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $41,000 | +17.1% | 1,944 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $35,000 | -40.7% | 1,944 | -5.8% | 0.02% | -40.0% |
| Q4 2019 | $59,000 | +11.3% | 2,064 | +6.2% | 0.03% | +20.0% |
| Q3 2019 | $53,000 | +1.9% | 1,944 | 0.0% | 0.02% | +4.2% |
| Q2 2019 | $52,000 | -50.9% | 1,944 | -2.7% | 0.02% | +4.3% |
| Q1 2019 | $106,000 | +125.5% | 1,997 | +2.7% | 0.02% | +4.5% |
| Q4 2018 | $47,000 | – | 1,944 | – | 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% |