WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,654,149 | -2.5% | 94,118 | -0.5% | 0.01% | -9.1% |
| Q2 2023 | $2,722,497 | +113195.8% | 94,563 | +12.4% | 0.01% | +10.0% |
| Q1 2023 | $2,403 | +0.6% | 84,165 | +0.2% | 0.01% | -16.7% |
| Q4 2022 | $2,389 | -99.9% | 84,031 | -12.7% | 0.01% | -7.7% |
| Q3 2022 | $2,477,000 | +0.8% | 96,256 | +10.5% | 0.01% | 0.0% |
| Q2 2022 | $2,457,000 | -10.2% | 87,071 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $2,736,000 | +12.7% | 85,867 | +16.2% | 0.01% | +18.2% |
| Q4 2021 | $2,428,000 | +21.8% | 73,905 | +14.3% | 0.01% | +10.0% |
| Q3 2021 | $1,993,000 | +50.9% | 64,647 | +56.0% | 0.01% | +42.9% |
| Q2 2021 | $1,321,000 | +165.3% | 41,450 | +159.2% | 0.01% | +133.3% |
| Q1 2021 | $498,000 | +18.0% | 15,991 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $422,000 | +12.2% | 15,877 | -11.2% | 0.00% | -25.0% |
| Q3 2020 | $376,000 | +14.3% | 17,871 | +15.0% | 0.00% | +33.3% |
| Q2 2020 | $329,000 | +75.0% | 15,546 | +49.4% | 0.00% | +50.0% |
| Q1 2020 | $188,000 | – | 10,407 | – | 0.00% | – |
Download | ||||||
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% |