WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,575,915 | -8.1% | 693,154 | -5.7% | 0.01% | -14.3% |
Q2 2023 | $21,303,914 | +1.1% | 734,739 | -0.4% | 0.01% | 0.0% |
Q1 2023 | $21,065,208 | +5.9% | 737,582 | +5.5% | 0.01% | 0.0% |
Q4 2022 | $19,888,000 | +0.1% | 699,092 | -9.4% | 0.01% | 0.0% |
Q3 2022 | $19,877,000 | +2.3% | 771,422 | +12.0% | 0.01% | 0.0% |
Q2 2022 | $19,435,000 | -8.2% | 688,488 | +3.7% | 0.01% | +16.7% |
Q1 2022 | $21,169,000 | +21.5% | 663,952 | +25.2% | 0.01% | +20.0% |
Q4 2021 | $17,428,000 | +5.1% | 530,407 | -1.4% | 0.01% | 0.0% |
Q3 2021 | $16,590,000 | -3.5% | 537,961 | -0.2% | 0.01% | 0.0% |
Q2 2021 | $17,191,000 | +3.8% | 538,798 | +1.4% | 0.01% | -16.7% |
Q1 2021 | $16,554,000 | +19.6% | 531,109 | +2.1% | 0.01% | +20.0% |
Q4 2020 | $13,838,000 | +20.0% | 520,113 | -5.0% | 0.01% | 0.0% |
Q3 2020 | $11,530,000 | +0.1% | 547,555 | +0.6% | 0.01% | 0.0% |
Q2 2020 | $11,515,000 | +0.2% | 544,346 | -14.7% | 0.01% | -16.7% |
Q1 2020 | $11,493,000 | -36.0% | 637,960 | +1.9% | 0.01% | -14.3% |
Q4 2019 | $17,944,000 | +10.8% | 625,891 | +5.8% | 0.01% | 0.0% |
Q3 2019 | $16,190,000 | +5.9% | 591,412 | +5.5% | 0.01% | 0.0% |
Q2 2019 | $15,290,000 | +0.2% | 560,809 | +1.3% | 0.01% | 0.0% |
Q1 2019 | $15,252,000 | +61.3% | 553,788 | +44.0% | 0.01% | +40.0% |
Q4 2018 | $9,456,000 | -16.8% | 384,617 | +0.5% | 0.01% | +25.0% |
Q3 2018 | $11,367,000 | +3.8% | 382,563 | +2.5% | 0.00% | -20.0% |
Q2 2018 | $10,953,000 | +9.1% | 373,238 | +1.9% | 0.01% | 0.0% |
Q1 2018 | $10,040,000 | -0.6% | 366,447 | +5.4% | 0.01% | 0.0% |
Q4 2017 | $10,100,000 | +9.9% | 347,700 | +217.9% | 0.01% | +25.0% |
Q3 2017 | $9,191,000 | +19.1% | 109,368 | +20.3% | 0.00% | 0.0% |
Q2 2017 | $7,720,000 | +3.3% | 90,937 | -2.1% | 0.00% | 0.0% |
Q1 2017 | $7,474,000 | +120.6% | 92,887 | +125.5% | 0.00% | +100.0% |
Q4 2016 | $3,388,000 | +21.4% | 41,190 | +10.7% | 0.00% | 0.0% |
Q3 2016 | $2,791,000 | +129.5% | 37,208 | +119.2% | 0.00% | +100.0% |
Q2 2016 | $1,216,000 | -2.9% | 16,973 | -6.9% | 0.00% | 0.0% |
Q1 2016 | $1,252,000 | -44.1% | 18,223 | -47.2% | 0.00% | 0.0% |
Q4 2015 | $2,241,000 | +27.3% | 34,512 | +23.9% | 0.00% | 0.0% |
Q3 2015 | $1,760,000 | -0.5% | 27,851 | +10.6% | 0.00% | 0.0% |
Q2 2015 | $1,768,000 | +32.4% | 25,182 | +36.6% | 0.00% | 0.0% |
Q1 2015 | $1,335,000 | +69.6% | 18,436 | +66.1% | 0.00% | – |
Q4 2014 | $787,000 | +197.0% | 11,097 | +172.3% | 0.00% | – |
Q3 2014 | $265,000 | -23.0% | 4,075 | -17.0% | 0.00% | – |
Q2 2014 | $344,000 | -30.9% | 4,909 | -32.7% | 0.00% | – |
Q1 2014 | $498,000 | +102.4% | 7,296 | +100.9% | 0.00% | – |
Q4 2013 | $246,000 | +9.8% | 3,631 | +1.7% | 0.00% | – |
Q3 2013 | $224,000 | +13.7% | 3,572 | +5.6% | 0.00% | – |
Q2 2013 | $197,000 | – | 3,383 | – | 0.00% | – |
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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% |