WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,834,817 | -47.6% | 100,526 | -46.5% | 0.03% | -41.4% |
| Q2 2023 | $5,406,841 | +87.5% | 187,803 | +86.0% | 0.06% | +61.1% |
| Q1 2023 | $2,884,366 | +568.5% | 100,993 | +565.7% | 0.04% | +140.0% |
| Q4 2022 | $431,448 | +93.5% | 15,170 | +75.1% | 0.02% | +66.7% |
| Q3 2022 | $223,000 | -9.0% | 8,665 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $245,000 | 0.0% | 8,665 | +12.6% | 0.01% | +11.1% |
| Q1 2022 | $245,000 | +13.4% | 7,697 | +13.8% | 0.01% | +12.5% |
| Q2 2021 | $216,000 | -8.1% | 6,764 | -10.4% | 0.01% | -20.0% |
| Q1 2021 | $235,000 | -26.1% | 7,546 | -36.9% | 0.01% | -33.3% |
| Q4 2020 | $318,000 | +21.4% | 11,956 | -3.9% | 0.02% | +7.1% |
| Q3 2020 | $262,000 | +34.4% | 12,435 | +34.9% | 0.01% | +27.3% |
| Q2 2020 | $195,000 | +77.3% | 9,221 | +50.5% | 0.01% | +37.5% |
| Q1 2020 | $110,000 | -44.7% | 6,128 | -11.5% | 0.01% | -50.0% |
| Q4 2019 | $199,000 | – | 6,928 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,182 | $8,670,000 | 7.46% |
| Cranberry Lake Advisors LLC | 113,755 | $9,559,000 | 6.05% |
| Starfire Investment Advisers, Inc. | 110,768 | $9,307,000 | 5.64% |
| TMD & ASSOCIATES, INC | 51,393 | $4,319,000 | 4.00% |
| Opus Capital Group, LLC | 132,423 | $11,128,000 | 2.53% |
| Jacobus Wealth Management, Inc. | 107,348 | $9,020,000 | 2.36% |
| Private Vista, LLC | 110,397 | $9,277,000 | 2.03% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31,896 | $2,680,000 | 1.89% |
| INSPIRION WEALTH ADVISORS, LLC | 40,560 | $3,408,000 | 1.73% |
| PALLADIUM PARTNERS LLC | 267,441 | $22,474,000 | 1.71% |