WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $474 | -10.4% | 15,214 | -6.1% | 0.08% | -12.5% |
| Q1 2024 | $529 | +3.1% | 16,196 | +1.5% | 0.09% | -5.4% |
| Q4 2023 | $513 | +7.1% | 15,958 | -6.0% | 0.09% | -5.1% |
| Q3 2023 | $479 | +24.7% | 16,975 | +27.2% | 0.10% | +32.4% |
| Q2 2023 | $384 | -79.9% | 13,345 | -80.1% | 0.07% | -80.8% |
| Q1 2023 | $1,912 | +68.6% | 66,942 | +68.0% | 0.39% | +33.6% |
| Q4 2022 | $1,134 | -99.8% | 39,857 | +110.5% | 0.29% | +97.9% |
| Q3 2022 | $487,000 | +4.3% | 18,936 | +14.4% | 0.15% | +10.6% |
| Q2 2022 | $467,000 | +38.6% | 16,550 | +56.6% | 0.13% | +50.0% |
| Q1 2022 | $337,000 | – | 10,569 | – | 0.09% | – |
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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% |