WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |