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 | $722,934 | +52.2% | 25,636 | +55.5% | 0.03% | +57.9% |
| Q2 2023 | $475,000 | -9.5% | 16,488 | -10.2% | 0.02% | -9.5% |
| Q1 2023 | $525,000 | -13.7% | 18,367 | -14.1% | 0.02% | -8.7% |
| Q4 2022 | $608,000 | +11.2% | 21,384 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $547,000 | -11.6% | 21,257 | -3.2% | 0.02% | -8.0% |
| Q2 2022 | $619,000 | -3.0% | 21,957 | +9.6% | 0.02% | +13.6% |
| Q1 2022 | $638,000 | -2.6% | 20,031 | +0.5% | 0.02% | +4.8% |
| Q4 2021 | $655,000 | +9.9% | 19,923 | +3.0% | 0.02% | 0.0% |
| Q3 2021 | $596,000 | +19.2% | 19,338 | +23.3% | 0.02% | +31.2% |
| Q2 2021 | $500,000 | +1.8% | 15,687 | -0.4% | 0.02% | -5.9% |
| Q1 2021 | $491,000 | +10.6% | 15,757 | -5.7% | 0.02% | +13.3% |
| Q4 2020 | $444,000 | +35.8% | 16,702 | +7.6% | 0.02% | +25.0% |
| Q3 2020 | $327,000 | -11.9% | 15,527 | -11.4% | 0.01% | -14.3% |
| Q2 2020 | $371,000 | +13.8% | 17,526 | -3.2% | 0.01% | +7.7% |
| Q1 2020 | $326,000 | -22.7% | 18,110 | +23.1% | 0.01% | -7.1% |
| Q4 2019 | $422,000 | +6.8% | 14,714 | +2.2% | 0.01% | +7.7% |
| Q3 2019 | $395,000 | -19.4% | 14,400 | -20.5% | 0.01% | -18.8% |
| Q2 2019 | $490,000 | -14.8% | 18,102 | -13.3% | 0.02% | -11.1% |
| Q1 2019 | $575,000 | +44.8% | 20,869 | +28.9% | 0.02% | +38.5% |
| Q4 2018 | $397,000 | +6.7% | 16,188 | +29.2% | 0.01% | +18.2% |
| Q3 2018 | $372,000 | – | 12,534 | – | 0.01% | – |
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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% |