WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,264 | -6.3% | 8,059 | -4.3% | 0.12% | -4.9% |
| Q2 2023 | $242,556 | -1.0% | 8,425 | -1.8% | 0.12% | -9.0% |
| Q1 2023 | $245,045 | +0.4% | 8,580 | -0.1% | 0.13% | -5.6% |
| Q4 2022 | $244,157 | +109880.6% | 8,585 | -0.4% | 0.14% | 0.0% |
| Q3 2022 | $222 | -6.7% | 8,620 | +2.4% | 0.14% | -1.4% |
| Q2 2022 | $238 | -7.0% | 8,420 | +5.0% | 0.14% | +9.1% |
| Q1 2022 | $256 | -3.0% | 8,022 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $264 | +6.9% | 8,022 | 0.0% | 0.13% | -5.1% |
| Q3 2021 | $247 | -3.5% | 8,022 | 0.0% | 0.14% | -6.1% |
| Q2 2021 | $256 | +2.4% | 8,022 | 0.0% | 0.15% | -7.5% |
| Q1 2021 | $250 | +11.1% | 8,022 | -4.7% | 0.16% | +3.2% |
| Q4 2020 | $225 | +6.1% | 8,422 | -16.3% | 0.15% | -7.2% |
| Q3 2020 | $212 | -5.8% | 10,057 | -5.8% | 0.17% | -14.4% |
| Q2 2020 | $225 | +10.8% | 10,678 | -5.2% | 0.19% | -13.0% |
| Q1 2020 | $203 | – | 11,258 | – | 0.22% | – |
Download | ||||||
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% |