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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |