WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 275 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $319,838 | -28.1% | 10,354 | -24.8% | 0.09% | -30.1% |
| Q1 2024 | $444,980 | -44.0% | 13,768 | -44.2% | 0.13% | -48.8% |
| Q4 2023 | $793,914 | -12.5% | 24,679 | -24.5% | 0.26% | -21.0% |
| Q3 2023 | $907,720 | -1.6% | 32,675 | +2.0% | 0.33% | +0.3% |
| Q2 2023 | $922,150 | +4.5% | 32,030 | +3.7% | 0.33% | +4.8% |
| Q1 2023 | $882,412 | +0.1% | 30,897 | -0.3% | 0.31% | -7.7% |
| Q4 2022 | $881,287 | +10.6% | 30,988 | +0.1% | 0.34% | 0.0% |
| Q3 2022 | $797,000 | -9.1% | 30,968 | -0.3% | 0.34% | -4.0% |
| Q2 2022 | $877,000 | -11.7% | 31,071 | +0.3% | 0.35% | -2.2% |
| Q1 2022 | $993,000 | -0.8% | 30,979 | +1.7% | 0.36% | -0.3% |
| Q4 2021 | $1,001,000 | +6.9% | 30,453 | +2.1% | 0.36% | -3.5% |
| Q3 2021 | $936,000 | +9.0% | 29,813 | +11.7% | 0.38% | +2.7% |
| Q2 2021 | $859,000 | +44.9% | 26,699 | +41.8% | 0.36% | +18.1% |
| Q1 2021 | $593,000 | +105.2% | 18,827 | +73.5% | 0.31% | +78.6% |
| Q4 2020 | $289,000 | – | 10,851 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 97,657 | $7,873,000 | 6.82% |
| Cranberry Lake Advisors LLC | 113,755 | $9,171,000 | 6.14% |
| Starfire Investment Advisers, Inc. | 109,475 | $8,739,402,000 | 4.71% |
| TMD & ASSOCIATES, INC | 51,680 | $4,166,000 | 3.83% |
| Private Vista, LLC | 163,755 | $13,391,000 | 3.33% |
| Jacobus Wealth Management, Inc. | 95,353 | $7,687,000 | 2.16% |
| INSPIRION WEALTH ADVISORS, LLC | 39,924 | $3,219,000 | 1.82% |
| PALLADIUM PARTNERS LLC | 259,214 | $20,898,000 | 1.68% |
| AJ WEALTH STRATEGIES, LLC | 45,640 | $3,680,000 | 1.60% |
| Evanson Asset Management, LLC | 76,561 | $6,172,000 | 1.52% |