WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 315 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,371 | -4.7% | 975 | 0.0% | 0.01% | -8.3% |
| Q1 2024 | $31,863 | +1.6% | 975 | 0.0% | 0.01% | -7.7% |
| Q4 2023 | $31,366 | +14.1% | 975 | 0.0% | 0.01% | +8.3% |
| Q3 2023 | $27,495 | -2.0% | 975 | 0.0% | 0.01% | -25.0% |
| Q2 2023 | $28,070 | +0.8% | 975 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $27,846 | +52439.6% | 975 | -48.0% | 0.02% | -43.8% |
| Q4 2022 | $53 | -99.9% | 1,875 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $48,000 | -9.4% | 1,875 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $53,000 | -11.7% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $60,000 | -3.2% | 1,875 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $62,000 | – | 1,875 | – | 0.04% | – |
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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% |