WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $971,411 | -1.2% | 34,013 | -1.6% | 0.28% | -7.3% |
| Q4 2022 | $983,484 | +10.0% | 34,581 | -0.5% | 0.30% | -1.0% |
| Q3 2022 | $894,000 | -10.2% | 34,762 | -1.6% | 0.31% | -7.6% |
| Q2 2022 | $996,000 | -11.5% | 35,315 | -0.0% | 0.33% | +5.8% |
| Q1 2022 | $1,125,000 | -4.4% | 35,326 | -1.4% | 0.31% | +3.3% |
| Q4 2021 | $1,177,000 | +12.1% | 35,826 | +5.1% | 0.30% | +5.2% |
| Q3 2021 | $1,050,000 | -1.9% | 34,084 | +1.5% | 0.29% | -5.0% |
| Q2 2021 | $1,070,000 | +25.3% | 33,570 | +22.4% | 0.30% | +15.2% |
| Q1 2021 | $854,000 | – | 27,425 | – | 0.26% | – |
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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% |