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 | $2,744,498 | -8.4% | 97,323 | -6.4% | 2.04% | -4.2% |
| Q2 2023 | $2,994,998 | -12.4% | 104,029 | -13.1% | 2.13% | -16.1% |
| Q1 2023 | $3,419,132 | -2.4% | 119,718 | -2.8% | 2.54% | -9.1% |
| Q4 2022 | $3,504,449 | -48.8% | 123,223 | -53.7% | 2.79% | -52.8% |
| Q3 2022 | $6,851,000 | -51.2% | 266,144 | -46.5% | 5.91% | -47.5% |
| Q2 2022 | $14,044,000 | -12.6% | 497,648 | -1.3% | 11.26% | +1.3% |
| Q1 2022 | $16,069,000 | -6.6% | 504,215 | -3.6% | 11.11% | -4.8% |
| Q4 2021 | $17,196,000 | +6.7% | 523,315 | +0.1% | 11.66% | -3.2% |
| Q3 2021 | $16,119,000 | -8.2% | 522,823 | -5.0% | 12.04% | -7.1% |
| Q2 2021 | $17,555,000 | -4.2% | 550,472 | -6.5% | 12.97% | -12.3% |
| Q1 2021 | $18,332,000 | +21.8% | 588,495 | +4.0% | 14.79% | +10.8% |
| Q4 2020 | $15,056,000 | +30.1% | 566,019 | +3.1% | 13.35% | +10.4% |
| Q3 2020 | $11,576,000 | +2.9% | 549,127 | +3.3% | 12.08% | -2.4% |
| Q2 2020 | $11,254,000 | -99.9% | 531,373 | +5.1% | 12.38% | +6.9% |
| Q1 2020 | $9,113,631,000 | -39.5% | 505,750 | -3.8% | 11.58% | -14.8% |
| Q4 2019 | $15,072,686,000 | – | 525,546 | – | 13.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |