WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,419 | -1.7% | 31,114 | +0.3% | 0.08% | +4.9% |
| Q2 2023 | $892,789 | +0.8% | 31,010 | +0.0% | 0.08% | -23.6% |
| Q1 2023 | $885,380 | +0.4% | 31,001 | +0.0% | 0.11% | -44.5% |
| Q4 2022 | $881,478 | +13.3% | 30,994 | +2.5% | 0.19% | -9.9% |
| Q3 2022 | $778,000 | +10.2% | 30,237 | +20.9% | 0.21% | +9.8% |
| Q2 2022 | $706,000 | +10.7% | 25,010 | +24.9% | 0.19% | +26.1% |
| Q1 2022 | $638,000 | +5.5% | 20,030 | +8.8% | 0.15% | -6.1% |
| Q4 2021 | $605,000 | +8.4% | 18,412 | +1.7% | 0.16% | -42.8% |
| Q3 2021 | $558,000 | -3.8% | 18,112 | -0.5% | 0.28% | -5.0% |
| Q2 2021 | $580,000 | +0.7% | 18,201 | -1.6% | 0.30% | -5.4% |
| Q1 2021 | $576,000 | +17.1% | 18,501 | 0.0% | 0.32% | +11.6% |
| Q4 2020 | $492,000 | -5.4% | 18,501 | -25.0% | 0.28% | -16.7% |
| Q3 2020 | $520,000 | -14.0% | 24,681 | -13.7% | 0.34% | -22.1% |
| Q2 2020 | $605,000 | +17.5% | 28,588 | +0.1% | 0.44% | +33.1% |
| Q1 2020 | $515,000 | -58.4% | 28,558 | -33.8% | 0.33% | -39.9% |
| Q4 2019 | $1,237,000 | +5.4% | 43,138 | +0.6% | 0.55% | -6.3% |
| Q3 2019 | $1,174,000 | +26.9% | 42,888 | +25.8% | 0.58% | +19.4% |
| Q2 2019 | $925,000 | -3.0% | 34,103 | -1.6% | 0.49% | -8.8% |
| Q1 2019 | $954,000 | +12.1% | 34,642 | -0.1% | 0.54% | -13.3% |
| Q4 2018 | $851,000 | – | 34,681 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |