WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,939 | -23.8% | 14,147 | -22.2% | 0.24% | -23.5% |
| Q2 2023 | $523,509 | -1.2% | 18,184 | -2.0% | 0.31% | -6.9% |
| Q1 2023 | $529,842 | -13.6% | 18,552 | -13.9% | 0.33% | -17.1% |
| Q4 2022 | $612,916 | +8.9% | 21,551 | -1.5% | 0.40% | +1.0% |
| Q3 2022 | $563,000 | -11.3% | 21,889 | -2.7% | 0.40% | -4.3% |
| Q2 2022 | $635,000 | -15.0% | 22,504 | -1.0% | 0.42% | +2.0% |
| Q4 2021 | $747,000 | +2.9% | 22,727 | -0.2% | 0.41% | -2.4% |
| Q1 2021 | $726,000 | – | 22,780 | – | 0.42% | – |
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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% |