WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,001 | +8.6% | 35,492 | +10.8% | 0.01% | +20.0% |
| Q2 2023 | $922 | +8.6% | 32,019 | +7.7% | 0.01% | -16.7% |
| Q1 2023 | $849 | -0.5% | 29,729 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $853 | -99.9% | 30,010 | -7.4% | 0.01% | 0.0% |
| Q3 2022 | $834,000 | -5.4% | 32,405 | +3.7% | 0.01% | -14.3% |
| Q2 2022 | $882,000 | -16.0% | 31,251 | -5.2% | 0.01% | 0.0% |
| Q1 2022 | $1,050,000 | -14.3% | 32,957 | -11.6% | 0.01% | -22.2% |
| Q4 2021 | $1,225,000 | +15.2% | 37,265 | +8.1% | 0.01% | +12.5% |
| Q3 2021 | $1,063,000 | -3.4% | 34,482 | -0.0% | 0.01% | -11.1% |
| Q2 2021 | $1,100,000 | -4.4% | 34,490 | -6.7% | 0.01% | -18.2% |
| Q1 2021 | $1,151,000 | +14.6% | 36,947 | -2.1% | 0.01% | 0.0% |
| Q4 2020 | $1,004,000 | +21.3% | 37,757 | -3.9% | 0.01% | +10.0% |
| Q3 2020 | $828,000 | -7.1% | 39,286 | -6.6% | 0.01% | -16.7% |
| Q2 2020 | $891,000 | +12.1% | 42,084 | -4.6% | 0.01% | -14.3% |
| Q1 2020 | $795,000 | -69.6% | 44,101 | -51.7% | 0.01% | -62.2% |
| Q4 2019 | $2,619,000 | +2.7% | 91,333 | -2.0% | 0.04% | -9.8% |
| Q3 2019 | $2,550,000 | -13.9% | 93,163 | -14.7% | 0.04% | -2.4% |
| Q2 2019 | $2,962,000 | +6.4% | 109,253 | +8.0% | 0.04% | -2.3% |
| Q1 2019 | $2,785,000 | +12.6% | 101,131 | +0.3% | 0.04% | -2.3% |
| Q4 2018 | $2,473,000 | -16.2% | 100,813 | +1.5% | 0.04% | -12.0% |
| Q3 2018 | $2,950,000 | +44.3% | 99,298 | +44.0% | 0.05% | +11.1% |
| Q2 2018 | $2,045,000 | +25.9% | 68,971 | +16.4% | 0.04% | +32.4% |
| Q1 2018 | $1,624,000 | +6.0% | 59,273 | +12.4% | 0.03% | +17.2% |
| Q4 2017 | $1,532,000 | +16.2% | 52,738 | +236.3% | 0.03% | +7.4% |
| Q3 2017 | $1,318,000 | -15.1% | 15,683 | -18.7% | 0.03% | -10.0% |
| Q2 2017 | $1,553,000 | – | 19,302 | – | 0.03% | – |
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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% |