WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,142,506 | +2.9% | 146,897 | +5.1% | 1.40% | +4.7% |
| Q2 2023 | $4,025,042 | +1.1% | 139,807 | +0.3% | 1.33% | -8.1% |
| Q1 2023 | $3,982,430 | +13.3% | 139,441 | +2.1% | 1.45% | -12.6% |
| Q4 2022 | $3,515,572 | -0.0% | 136,580 | 0.0% | 1.66% | +0.5% |
| Q3 2022 | $3,516,000 | -8.2% | 136,580 | +1.9% | 1.65% | -20.3% |
| Q2 2022 | $3,829,000 | -12.5% | 133,990 | -2.4% | 2.07% | -4.7% |
| Q1 2022 | $4,377,000 | +6.4% | 137,326 | +9.7% | 2.18% | +5.6% |
| Q4 2021 | $4,114,000 | +10.3% | 125,212 | +3.5% | 2.06% | -2.4% |
| Q3 2021 | $3,729,000 | +4.4% | 120,946 | +6.5% | 2.11% | +5.8% |
| Q2 2021 | $3,571,000 | +3.0% | 113,566 | +2.0% | 2.00% | -12.7% |
| Q1 2021 | $3,468,000 | +40.9% | 111,326 | +20.3% | 2.29% | +24.8% |
| Q4 2020 | $2,461,000 | +47.5% | 92,513 | +16.8% | 1.83% | +7.0% |
| Q3 2020 | $1,669,000 | +13.9% | 79,183 | +13.1% | 1.71% | +1.9% |
| Q2 2020 | $1,465,000 | +126.8% | 69,986 | +95.8% | 1.68% | +153.4% |
| Q1 2020 | $646,000 | -51.6% | 35,742 | -23.3% | 0.66% | -47.1% |
| Q4 2019 | $1,336,000 | – | 46,594 | – | 1.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |