WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 224 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,239 | -0.7% | 398,555 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $11,319 | -11.4% | 393,147 | -12.1% | 0.02% | -14.8% |
| Q1 2023 | $12,770 | -12.1% | 447,143 | -12.5% | 0.03% | -22.9% |
| Q4 2022 | $14,535 | -99.9% | 511,090 | +0.3% | 0.04% | +2.9% |
| Q3 2022 | $13,115,000 | -9.0% | 509,536 | -0.3% | 0.03% | -10.5% |
| Q2 2022 | $14,418,000 | -17.1% | 510,938 | -6.4% | 0.04% | -5.0% |
| Q1 2022 | $17,402,000 | -6.6% | 546,033 | -3.7% | 0.04% | -4.8% |
| Q4 2021 | $18,638,000 | -3.6% | 567,195 | -9.5% | 0.04% | -14.3% |
| Q3 2021 | $19,325,000 | -9.8% | 626,844 | -6.7% | 0.05% | -9.3% |
| Q2 2021 | $21,426,000 | +2.8% | 671,895 | +0.4% | 0.05% | -8.5% |
| Q1 2021 | $20,852,000 | +20.4% | 669,427 | +2.8% | 0.06% | +13.5% |
| Q4 2020 | $17,323,000 | +30.0% | 651,246 | +3.0% | 0.05% | +13.0% |
| Q3 2020 | $13,324,000 | +1.0% | 632,082 | +1.5% | 0.05% | -8.0% |
| Q2 2020 | $13,187,000 | +19.0% | 622,643 | +1.3% | 0.05% | -3.8% |
| Q1 2020 | $11,078,000 | -41.6% | 614,777 | -7.1% | 0.05% | -27.8% |
| Q4 2019 | $18,980,000 | -3.3% | 661,799 | -7.7% | 0.07% | -14.3% |
| Q3 2019 | $19,627,000 | +0.1% | 717,129 | -0.9% | 0.08% | -2.3% |
| Q2 2019 | $19,613,000 | +4.3% | 723,494 | +6.0% | 0.09% | -1.1% |
| Q1 2019 | $18,804,000 | +9.6% | 682,819 | -2.4% | 0.09% | -4.4% |
| Q4 2018 | $17,158,000 | -19.5% | 699,494 | -2.5% | 0.09% | -10.8% |
| Q3 2018 | $21,319,000 | +1.6% | 717,571 | +1.4% | 0.10% | -7.3% |
| Q2 2018 | $20,978,000 | -2.8% | 707,506 | -10.2% | 0.11% | -6.0% |
| Q1 2018 | $21,582,000 | -8.5% | 787,681 | -3.0% | 0.12% | -9.3% |
| Q4 2017 | $23,579,000 | – | 811,673 | – | 0.13% | – |
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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% |