WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,104,002 | +3.6% | 74,610 | +5.7% | 0.85% | +8.4% |
| Q2 2023 | $2,031,624 | +1.3% | 70,567 | +0.5% | 0.78% | -1.5% |
| Q1 2023 | $2,005,626 | +5.6% | 70,225 | +5.2% | 0.79% | +1.5% |
| Q4 2022 | $1,898,967 | +15.0% | 66,771 | +4.1% | 0.78% | +8.8% |
| Q3 2022 | $1,651,118 | -6.3% | 64,146 | +2.7% | 0.72% | -1.2% |
| Q2 2022 | $1,762,424 | -10.5% | 62,453 | +1.1% | 0.73% | 0.0% |
| Q1 2022 | $1,969,279 | +9.4% | 61,791 | +12.8% | 0.73% | +10.8% |
| Q4 2021 | $1,800,432 | – | 54,791 | – | 0.66% | – |
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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% |