WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 294 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,559 | -4.7% | 7,498 | 0.0% | 0.12% | -11.4% |
| Q1 2024 | $245,031 | -1.4% | 7,498 | -2.9% | 0.13% | -7.7% |
| Q4 2023 | $248,475 | +13.8% | 7,724 | -0.2% | 0.14% | +3.6% |
| Q3 2023 | $218,274 | -2.0% | 7,740 | +0.0% | 0.14% | -4.2% |
| Q2 2023 | $222,740 | +1.1% | 7,737 | -0.2% | 0.14% | -1.4% |
| Q1 2023 | $220,422 | -0.0% | 7,753 | +0.0% | 0.15% | +1.4% |
| Q4 2022 | $220,432 | +10.8% | 7,751 | +0.1% | 0.14% | +12.5% |
| Q3 2022 | $199,000 | -8.7% | 7,746 | +0.0% | 0.13% | -3.8% |
| Q2 2022 | $218,000 | -11.7% | 7,743 | +0.0% | 0.13% | -0.7% |
| Q1 2022 | $247,000 | -2.8% | 7,740 | +0.0% | 0.13% | +2.3% |
| Q4 2021 | $254,000 | +6.7% | 7,738 | +0.1% | 0.13% | -2.2% |
| Q3 2021 | $238,000 | -6.3% | 7,734 | -2.9% | 0.13% | -9.5% |
| Q2 2021 | $254,000 | +2.4% | 7,969 | +0.0% | 0.15% | -3.9% |
| Q1 2021 | $248,000 | -9.5% | 7,966 | -22.6% | 0.15% | -14.0% |
| Q4 2020 | $274,000 | -76.7% | 10,296 | -81.6% | 0.18% | -78.2% |
| Q3 2020 | $1,178,000 | -41.3% | 55,891 | -41.0% | 0.82% | -42.6% |
| Q2 2020 | $2,007,000 | +6.7% | 94,772 | -9.2% | 1.43% | +5.5% |
| Q1 2020 | $1,881,000 | -37.6% | 104,393 | -0.6% | 1.36% | -29.6% |
| Q4 2019 | $3,013,000 | – | 105,060 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |