WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,420,731 | -6.3% | 45,609 | -1.7% | 0.28% | -12.6% |
| Q1 2024 | $1,515,825 | +1.3% | 46,384 | -0.3% | 0.33% | -4.7% |
| Q4 2023 | $1,496,968 | +10.4% | 46,533 | -3.3% | 0.34% | -9.5% |
| Q3 2023 | $1,356,495 | -7.0% | 48,103 | -5.1% | 0.38% | -1.8% |
| Q2 2023 | $1,458,651 | -6.5% | 50,665 | -7.3% | 0.38% | -11.1% |
| Q1 2023 | $1,560,543 | -5.6% | 54,641 | -6.0% | 0.43% | -11.1% |
| Q4 2022 | $1,653,268 | +8.3% | 58,132 | -1.9% | 0.49% | -3.9% |
| Q3 2022 | $1,526,000 | -9.4% | 59,269 | -0.7% | 0.51% | -8.0% |
| Q2 2022 | $1,684,000 | -14.6% | 59,663 | -3.6% | 0.55% | -11.3% |
| Q1 2022 | $1,973,000 | -4.9% | 61,909 | -2.0% | 0.62% | -6.6% |
| Q4 2021 | $2,075,000 | +2.2% | 63,144 | -4.1% | 0.66% | -7.9% |
| Q3 2021 | $2,030,000 | -5.0% | 65,817 | -1.7% | 0.72% | -5.9% |
| Q2 2021 | $2,137,000 | -3.8% | 66,987 | -6.1% | 0.77% | -9.4% |
| Q1 2021 | $2,222,000 | +23.7% | 71,325 | +5.6% | 0.85% | +15.6% |
| Q4 2020 | $1,796,000 | +35.2% | 67,511 | +7.2% | 0.73% | +19.6% |
| Q3 2020 | $1,328,000 | +20.0% | 62,977 | +20.5% | 0.61% | +14.2% |
| Q2 2020 | $1,107,000 | +112.5% | 52,249 | +80.7% | 0.54% | +54.3% |
| Q1 2020 | $521,000 | – | 28,908 | – | 0.35% | – |
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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% |