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 | $36,293 | -2.1% | 1,287 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,053 | +0.8% | 1,287 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,757 | +308.4% | 1,287 | +263.6% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -80.4% | 354 | -78.4% | 0.00% | -50.0% |
| Q2 2022 | $46,000 | -68.1% | 1,638 | -63.8% | 0.00% | -50.0% |
| Q1 2022 | $144,000 | -90.3% | 4,520 | -90.0% | 0.00% | -87.9% |
| Q4 2021 | $1,489,000 | +605.7% | 45,315 | +563.1% | 0.03% | +450.0% |
| Q3 2021 | $211,000 | -3.2% | 6,834 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $218,000 | -85.4% | 6,831 | -85.7% | 0.01% | -85.0% |
| Q1 2021 | $1,496,000 | – | 47,611 | – | 0.04% | – |
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% |