WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 275 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,239,178 | -1.3% | 39,781 | 0.0% | 0.43% | -12.5% |
Q4 2023 | $1,255,886 | +12.0% | 39,781 | 0.0% | 0.49% | -7.0% |
Q3 2023 | $1,121,824 | -3.1% | 39,781 | 0.0% | 0.52% | -3.7% |
Q2 2023 | $1,158,025 | +1.9% | 39,781 | 0.0% | 0.54% | -2.9% |
Q1 2023 | $1,136,145 | +0.4% | 39,781 | 0.0% | 0.56% | -4.1% |
Q4 2022 | $1,131,372 | +10.5% | 39,781 | 0.0% | 0.58% | +0.2% |
Q3 2022 | $1,024,000 | -8.8% | 39,781 | 0.0% | 0.58% | -4.7% |
Q2 2022 | $1,123,000 | -11.4% | 39,781 | 0.0% | 0.61% | +0.5% |
Q1 2022 | $1,268,000 | -5.4% | 39,781 | -2.5% | 0.61% | +3.6% |
Q4 2021 | $1,340,000 | +6.6% | 40,781 | 0.0% | 0.59% | +3.3% |
Q3 2021 | $1,257,000 | -3.4% | 40,781 | 0.0% | 0.57% | +6.3% |
Q2 2021 | $1,301,000 | +19.9% | 40,781 | 0.0% | 0.54% | +1.1% |
Q4 2020 | $1,085,000 | +26.2% | 40,781 | 0.0% | 0.53% | +0.6% |
Q3 2020 | $860,000 | -0.5% | 40,781 | 0.0% | 0.53% | -13.0% |
Q2 2020 | $864,000 | +118.7% | 40,781 | +86.1% | 0.61% | +68.3% |
Q1 2020 | $395,000 | – | 21,918 | – | 0.36% | – |
Download |
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% |