WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
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% | – |
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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% |