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 | $3,786,980 | +5.8% | 134,290 | +8.0% | 0.24% | +12.4% |
| Q2 2023 | $3,578,709 | -5.3% | 124,304 | -6.0% | 0.22% | -11.0% |
| Q1 2023 | $3,778,447 | +8.3% | 132,299 | +7.8% | 0.24% | -0.4% |
| Q4 2022 | $3,489,454 | +164808.0% | 122,695 | +49.3% | 0.25% | +49.1% |
| Q3 2022 | $2,116 | -12.9% | 82,206 | -4.6% | 0.16% | -14.1% |
| Q2 2022 | $2,430 | -15.7% | 86,127 | -4.7% | 0.19% | -1.5% |
| Q1 2022 | $2,881 | +18.0% | 90,390 | +21.7% | 0.20% | +3.2% |
| Q4 2021 | $2,441 | +52.9% | 74,275 | +43.5% | 0.19% | +21.2% |
| Q3 2021 | $1,596 | – | 51,755 | – | 0.16% | – |
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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% |