WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,194,453 | +1.8% | 184,200 | +3.9% | 1.35% | +2.7% |
| Q2 2023 | $5,104,051 | +2.6% | 177,286 | +1.8% | 1.31% | -2.7% |
| Q1 2023 | $4,973,327 | +3.3% | 174,136 | +2.9% | 1.35% | +6.2% |
| Q4 2022 | $4,812,498 | +17.7% | 169,216 | +6.6% | 1.27% | +8.9% |
| Q3 2022 | $4,087,313 | -4.8% | 158,792 | +4.4% | 1.16% | -2.7% |
| Q2 2022 | $4,292,247 | -3.2% | 152,099 | +9.4% | 1.20% | +9.2% |
| Q1 2022 | $4,432,676 | -2.1% | 139,086 | +0.9% | 1.10% | -5.7% |
| Q4 2021 | $4,528,558 | +8.4% | 137,813 | +1.7% | 1.16% | -2.7% |
| Q3 2021 | $4,176,910 | +6.1% | 135,482 | +9.8% | 1.19% | +4.5% |
| Q2 2021 | $3,936,435 | +6.1% | 123,437 | +3.7% | 1.14% | -5.1% |
| Q1 2021 | $3,708,759 | +18.1% | 119,061 | +0.8% | 1.20% | +8.4% |
| Q4 2020 | $3,140,876 | +24.1% | 118,078 | -1.7% | 1.11% | +8.2% |
| Q3 2020 | $2,531,212 | +38.8% | 120,076 | +39.4% | 1.03% | +21.9% |
| Q2 2020 | $1,824,000 | – | 86,136 | – | 0.84% | – |
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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% |