WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |