WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |