WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,182 | $8,670,000 | 7.46% |
Cranberry Lake Advisors LLC | 113,755 | $9,559,000 | 6.05% |
Starfire Investment Advisers, Inc. | 110,768 | $9,307,000 | 5.64% |
TMD & ASSOCIATES, INC | 51,393 | $4,319,000 | 4.00% |
Opus Capital Group, LLC | 132,423 | $11,128,000 | 2.53% |
Jacobus Wealth Management, Inc. | 107,348 | $9,020,000 | 2.36% |
Private Vista, LLC | 110,397 | $9,277,000 | 2.03% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31,896 | $2,680,000 | 1.89% |
INSPIRION WEALTH ADVISORS, LLC | 40,560 | $3,408,000 | 1.73% |
PALLADIUM PARTNERS LLC | 267,441 | $22,474,000 | 1.71% |